Transferring Custodians: How To
      Back to home
      1. Support Center
      2. Transferring Custodians: How To

      Transferring Funds From E*TRADE

      To request the status of your transfer request from E*TRADE, please follow the steps below:

      • Dial:  (800) 387-2331
      • Request the status for your "non-ACAT" transfer
      • Provide personal information and account number if needed