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Transferring Accounts to U.S. Brokerage, Inc.

Clients can transfer assets in existing brokerage accounts to their U.S. Brokerage, Inc. account by following these simple steps:

  1. Print the account transfer form. (forms can also be requested from U.S. Brokerage, via e-mail or by downloading them online.
  2. Complete and properly endorse the form. (joint accounts need both party's endorsements)
  3. Mail the account transfer form and a copy of the account's most recent statement.

*Account titling and tax ID's must match exactly.
 
 

 

500 South Front Street, Suite 930, Columbus, Ohio 43215
Voice: 614.448.3200 - 800.25.STOCK | Fax: 614.448.3203

 
U.S. Brokerage, Inc. is a member of the National Association of Securities Dealers, Inc., MSRB and SIPC. All accounts are through Penson Financial Services, Inc. This is not an offer to sell securities to persons to whom it is unlawful to recommend such an offer. U.S. Brokerage, Inc. can open an account for only those persons that reside in an area in which we are registered to do business.