You need to provide your account number when you are trying to transfer assets from another broker to us.
Usually, your account number can be located on your brokerage account statement or within the Accounts, Profiles, or Settings sections of your broker's app.
Below are examples of common brokers and their respective account number formats:
Broker | Account Number Format |
Ally Invest | ABC12345 |
Charles Schwab | 1234-5678 |
E*TRADE | 123456789 |
Fidelity Investments | Z12345678 |
Interactive Brokers | A1234567 |
Merrill Edge | ABC12345 |
Robinhood | 123456789 |
Vanguard | 12345678 |
Webull | WEB-9AB-12345 |
JP Morgan Securities | 12345678 |
Ameriprise | ABC00012345 |
Morgan Stanley | 123-456789-123 |
Edward Jones | ABC12345 |
UBS | ABC00012345 |
LPL Financial | ABC00012345 |
RBC | 12345678 |
Wells Fargo | ABC12345 |
Moomoo | 123456789 |
M1 FINANCE | 9AB-12345 |