Gatsby Account Transfer Form
A few quick questions below and we can start getting your account transfer in place!
As a bonus, we’ll reimburse your account transfer fees up to $100 when you move your $1,500+ account to Gatsby! Please note, the reimbursement does not cover maintenance or termination fees charged by your current broker.
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with any questions.
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Your Email Address (this email must be the one associated with your Gatsby account)
The name/title of the account you're transfering to Gatsby (typically, this is just your name)
The name of the brokerage firm your transfering from
Type of transfer
Transfer all assets in kind
Liquidate all assets and tranfer as cash
Partial transfer (Our support team will reach out for details)
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