We can assist with any transfer of your stock to another brokerage. You will start the process by engaging with the receiving brokerage. They will require a recent Stockpile account statement that you can download from the "Documents" section of the Stockpile app. We will receive instructions from the receiving brokerage and work with them to facilitate the transfer.
Important items to note:
The transfer fee will be waived starting 3/19/2026.
All fractional shares will be liquidated and funds from the stock sells will be transferred.
For the transfer here are a few important pieces of information you'll need.
Stockpile (Apex Clearing) DTC number: 0158
Address: 679 Toland Place, San Francisco, CA 94124
Phone Number: 877-374-2584If you are doing a full account transfer your Stockpile account will be closed. If you intend to continue investing at Stockpile you will need to open a new account. If you do a partial transfer your Stockpile account will remain open.
Your account will be restricted during the transfer. This is to ensure that your stock positions and cash balance do not change while the transfer is processed. Please download any account statements, trade confirmation, and 1099 tax documents prior to initiating an outbound transfer as you won't be able to access your account or these documents in the future.
We are happy to answer any questions you may have. Since outbound transfers are initiated by the receiving brokerage you will want to check with them specifically on:
Do they need any additional documentation other than an account statement?