Transfer your account to Yield

Why deal with the stress of tracking accounts across multiple sites when you can manage and build wealth on one powerful platform? It’s the platform with the best yield and its fast, easy, and secure.

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Move your investments in 3 steps

Open a Yield account that matches the account type you’re transferring.

Upload your documents securely through our encrypted form. It only takes 4 minutes,

Let our team take care of the rest. Most transfers are completed within 5-7 days..

Thousands of clients have brought assets to Yield to the tune of $1.3 billion dollars.

$190+ million

from Vanguard

$180+ million

from Fidelity

$136+ million

from TD Ameritrade

New customer transfer bonus

Start your Yield journey with up to $10,000 to invest when you transfer from another brokerage. Transfer your holdings within 30 days of opening an Yield account to qualify.

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Promotional terms and conditions apply.

What you need to know

Trust Accounts

Visit the Help Center

Yield performs in-kind transfers, which allow you to bring over any supported securities you have at your current brokerage.

Use the Yield Research tab to add the stocks and funds you are transferring to your current portfolio. Securities will be displayed outside your Pie upon arrival.

We condensed thousands of client questions into nine common myths about the account transfer process.

Total control, total automation for your wealth today and tomorrow.

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1If you choose to transfer your account to another broker-dealer, only the full shares are guaranteed to transfer. Fractional shares may need to be liquidated and transferred as cash.