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gw999 said: I looked into this but opted against doing it due to the closure fee with my current brokerage.

Does "full brokerage transfer" mean I gotta Xsfer the entirety of what's in my brokerage account from the losing institution?
Yes, it has to be the entire account being closed and transferred to ShareBuilder.




I know you have to transfer all assets to Sharebuilder but I don't see anything that says the other account has to be closed.

Has anyone managed to get both the costco account opening bonus and the $100 for transferring another account in?


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couponhed said: Has anyone managed to get both the costco account opening bonus and the $100 for transferring another account in?

Yes.

11/18/09 - Transferred completed
12/01/09 - Purchased an ETF
12/03/09 - $100 bonus for transfer
12/31/09 - $55 bonus for opening through costco link

are current SB account holders eligible? what brokerages don't charge account transfer fees?

There is another Sharebuilder $50 bonus. Maybe someone can figure out how to combine these two offers.

SegaRob said: are current SB account holders eligible? what brokerages don't charge account transfer fees?

SB charges $50 for outgoing ACAT. Schwab also charges $50. Scottrade none.

thanks. i found a good list. added to QS.

■E*Trade: $60
■Fidelity: $50
■Charles Schwab: $50
■TradeKing: $50
■TD Ameritrade: $75
■Muriel Siebert: $50 (retirement accounts only)
■Scottrade: $0
■Firstrade: $50
■OptionsXpress: $50
■Banc of America: $75
■Just2Trade: $75
■WellsTrade: $75
■Sharebuilder: $50
■WallStreet*E: $150
■Zecco Trading: $60
■SogoTrade: $75



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