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How do I fill in outgoing account number?
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How do I fill in outgoing account number?

The outgoing account number refers to the account number of the brokerage account you are transferring from. One of the most common reasons of transfer rejection is an invalid delivering account number being provided on the application. To improve the chances of a successful request, it is highly recommended that you review a copy of your trade confirmations or monthly statement provided by the outgoing brokerage firm to confirm your outgoing account number.

Example:

If your account number appears as below on your statement:

Account Number.png 

The account number should be written as:

5NB12345

Do not include hyphens


Common Account Number Formats:

Robinhood: Account Number is 9 characters, all numeric. (e.g. 123456789)

TD Ameritrade: Account Number is 9 characters, all numeric.  (e.g. 123456789)

Fidelity Investments: Account Number is 9 characters, and typically begins with a letter (X,Y or Z), followed by eight numbers. (e.g. Z12345678)

Charles Schwab: Account Number is 8 characters, all numeric.  (e.g. 12345678)

Merrill Edge: Account Number is 8 characters, combination of alpha and numeric. (e.g. 1X145678)

Vanguard: Account Number is 8 characters, all numeric.  (e.g. 12345678)

Stash: Account Number is 8 characters, combination of alpha and numeric.  (e.g. 6ZS12345)

J.P. Morgan Clearing Corp: Account Number is 8 characters, all numeric.  (e.g. 12345678)

DriveWealth LLC: Account Number is 17 characters, combination of alpha and numeric.   (e.g. CASH-001-CAJD011294)


Note: This article contains names and images of sample broker statements which are for illustrative purposes only and which may contain logos that remain the property of each of those brokers.

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