To transfer securities from another broker to BBAE, please follow these steps:
Note: Most major US brokers support ACAT transfers which can be initiated within the BBAE app. Some international brokers may require DTC/FOP transfers. Confirm with your current broker which method they utilize.
E*Trade: E*Trade supports ACAT transfers. You can initiate the transfer from BBAE App. Please log in to the BBAE App, click “Transfer” and fill in the corresponding account information for E*Trade.
Interactive Brokers: Interactive Brokers supports ACAT transfers. You can initiate the transfer from BBAE App. Please log in to the BBAE App, click “Transfer” and fill in the corresponding account information for Interactive Brokers.
Robinhood: Robinhood supports ACAT transfers. You can initiate the transfer from BBAE App. Please log in to the BBAE App, click “Transfer” and fill in the corresponding account information for Robinhood.
Fidelity: Fidelity supports ACAT transfers. You can initiate the transfer from BBAE App. Please log in to the BBAE App, click “Transfer” and fill in the corresponding account information for Fidelity.
Charles Schwab: Charles Schwab supports ACAT transfers. You can initiate the transfer from BBAE App. Please log in to the BBAE App, click “Transfer” and fill in the corresponding account information for Charles Schwab.
TD Ameritrade: TD Ameritrade supports ACAT transfers. You can initiate the transfer from BBAE App. Please log in to the BBAE App, click “Transfer” and fill in the corresponding account information for TD Ameritrade.
Ally Invest: Ally Invest supports ACAT transfers. You can initiate the transfer from BBAE App. Please log in to the BBAE App, click “Transfer” and fill in the corresponding account information for Ally Invest.
Scottrade: Scottrade supports ACAT transfers. You can initiate the transfer from BBAE App. Please log in to the BBAE App, click “Transfer” and fill in the corresponding account information for Scottrade.
Sogotrade: Sogotrade supports ACAT transfers. You can initiate the transfer from BBAE App. Please log in to the BBAE App, click “Transfer” and fill in the corresponding account information for Sogotrade.
Firstrade: Firstrade supports ACAT transfers. You can initiate the transfer from BBAE App. Please log in to the BBAE App, click “Transfer” and fill in the corresponding account information for Firstrade.
Snowball Securities: Snowball Securities supports ACAT transfers. You can initiate the transfer from BBAE App. Please log in to the BBAE App, click “Transfer” and fill in the corresponding account information for Snowball Securities.
DriveWealth: DriveWealth supports ACAT transfers. You can initiate the transfer from BBAE App. Please log in to the BBAE App, click “Transfer” and fill in the corresponding account information for DriveWealth.
Tiger Brokers: Tiger Brokers supports multiple different kinds of accounts, so please make sure to confirm with your Tiger Brokers client manager the transfer methods based on your account type. Please check the instructions for these possible scenarios:
- ACAT: You can initiate the transfer from BBAE App. Please log in to the BBAE App, click “Transfer” and fill in the corresponding account information for Tiger Brokers.
- DTC/FOP: You need to initiate the transfer from Tiger Brokers’ side. Please contact your Tiger Brokers client manager to assist you in completing the transfer. Your Tiger Brokers client manager will need to send your transfer request to the BBAE team for processing. The contact information is: transfers@rbsecurities.com. During the transfer process, you may need to provide the following information to your Tiger Brokers client manager:
- Receiving firm: Apex Clearing Corp
- Receiving account #: (You can log in to the BBAE App, click on “Deposit,” select “Wire Transfer,” then you will see your account number starting with 7XJ)
- Receiving account name: (Your name in English)
- Receiving firm’s DTC#: 0158
- Assets to be transferred: (Provide specific stock transfer information)
- Receiving firm’s contact person: BBAE Transfer Department
- Receiving firm’s phone number: +1-800-950-5266
- Receiving firm’s email account: transfers@rbsecurities.com
- The beneficiary owner will or will not change in this transfer: No
Futu: Futu only supports DTC/FOP transfers. You need to initiate the transfer from Futu’s side. Please contact your Futu client manager to assist you in completing the transfer. Your Futu client manager will need to send your transfer request to the BBAE team for processing. The contact information is: transfers@rbsecurities.com. During the transfer process, you may need to provide the following information to your Futu client manager:
- Receiving firm: Apex Clearing Corp
- Receiving account #: (You can log in to the BBAE App, click on “Deposit,” select “Wire Transfer,” then you will see your account number starting with 7XJ)
- Receiving account name: (Provide your name in English)
- Receiving firm’s DTC#: 0158
- Assets to be transferred: (Provide specific stock transfer information)
- Receiving firm’s contact person: Martin Garry, Transfers Department
- Receiving firm’s phone number: +1-800-950-5266
- Receiving firm’s email account: transfers@rbsecurities.com
- The beneficiary owner will or will not change in this transfer: No
BOC International: BOC International only supports DTC/FOP transfers. You need to initiate the transfer from BOC International’s side. Please contact your BOC International’s client manager to assist you in completing the transfer. Your BOC International’s client manager will need to send your transfer request to the BBAE team for processing. The contact information is: transfers@rbsecurities.com. During the transfer process, you may need to provide the following information to your BOC International client manager:
- Receiving firm: Apex Clearing Corp
- Receiving account #: (You can log in to the BBAE App, click on “Deposit,” select “Wire Transfer,” then you will see your account number starting with 7XJ)
- Receiving Account name: [Provide your name in English]
- Receiving firm’s DTC#: 0158
- Assets to be transferred: (Provide specific stock transfer information)
- Receiving firm’s contact person: Transfer Department
- Receiving firm’s phone number: +1-800-950-5266
- Receiving firm’s email account: transfers@rbsecurities.com
- The beneficiary owner will or will not change in this transfer: No