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2011-2012 Tax Forms

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Fillable Account Transfer Form

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950 Milwaukee Ave., Ste. 102 Glenview, IL 60025 Tel: 1-800-498-7120 Fax: 1-877-367-8466 Web: www.investrade.com Account Transfer Information there are three types of account transfers. You may only choose one type of account transfer. If you select more than one type your transfer will be rejected. Account Transfer Types 1. Transfer all assets in kind: this is a full transfer. All of your current positions and cash with transfer as is. 2. Liquidate and transfer: this is a full transfer. Your account More


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INV Account Transfer Form
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