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Please note that Webull charges a $75 fee for transferring assets out of the brokerage. The final mandatory step to complete the process is to officially initiate the complete asset transfer from Webull to TD Ameritrade. Initiate Your Transfer From Webull To TD Ameritrade However, for a successful transfer of assets, name(s)/title must match completely. Once the transfer has been completed you will have the ability to change the titling of the newly opened TD Ameritrade accounts. The TD Ameritrade account that you create must be an Individual Account with you being the sole owner of the account (just like the Webull account is). To illustrate the above principle, assume you are working to transfer your assets out of your Individual Account within Webull. It is vital to understand that the name(s)/title on the account being transferred must exactly match the name(s)/title on the new TD Ameritrade account. Many of the options are the same between Webull and TD Ameritrade (Individual Accounts, IRA Accounts, etc.). Here you have the ability to select what type of account you want to create. On the left section of the pane, select “E-Documents”Īfter you have gathered the information that you need from Webull, head to the TD Ameritrade website and follow the step-by-step instructions to create your TD Ameritrade account.Navigate to the home screen of the account.To find the above account information on Webull desktop, follow the below instructions on the web. Click on a recent statement to find all necessary information.Scroll down to the “Account Statement” section.Tap the “Document” tab on the top right of the screen.Select the Webull logo on the bottom of the screen.To find the above account information, follow the below instructions on the Webull mobile app. Please note you may need additional information during the transfer. Some of the information that you will need is listed below. Typically, all required account information can be found on your Webull account statements. The first step in ensuring a successful transfer of assets is to gather all necessary account information from Webull. Get 1 Free Fractional Share Worth $5 To $200

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