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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:

How do I Find My Account Number of Another Broker

Find answers and get help from Intercom Support and Community Experts

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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