STREAMLINE YOUR INVESTING

Too many accounts? Transfer In.

Get $100 Bonus1

Promo Code: -

Why consolidate assets?

You don’t really enjoy tracking separate investing accounts, do you? Get your future on one page by consolidating your investing assets. You’ll have more power to act when the time is right. Not to mention fewer tax forms to sort out.

Why consolidate with ShareBuilder?

You know us. You like us. Commissions are low. Research tools are easy to use. Customer service is friendly and smart. We even help out at tax time with our gains and losses tracking tool. It’s time to get it together, with ShareBuilder.


$100 Bonus

One more reason

Get a $100 bonus: move an entire account, worth $5,000+, from another brokerage. Transfers into an IRA or Education Savings Account (ESA) don’t count. Assets must transfer by 12/31/2014.1

How to transfer     It’s easy to miss step 2. Don’t let it happen to you! Get your bonus.

Step 1: Complete form

Complete form

The Account Transfer Form is online, but print it when you’re done.

Step 2: Apply promo code

Apply promo code

Add promo code TRADEUPBONUS to your eligible account.

Step 3: Request transfer

Request transfer

Send us your signed form with a copy of your other account’s latest statement. Details on form.


Too many accounts? Transfer In.

Transfer your account to ShareBuilder and get $100.1

Promo Code: -