Welcome to Stockpile!
As a licensed fractional shares brokerage, we're here to help you transition to Stockpile so you can continue investing for your future without missing a beat.
3 easy steps to transfer your stock to Stockpile:
- Sign up for a Stockpile account
- Email your most recent account statement to firstname.lastname@example.org. (Don't worry if the statement doesn't reflect the latest account activity — that won't be an issue.)
- We'll send you an account transfer form that's mostly pre-filled — just complete, sign, and upload!
Once we have your completed account transfer form, we'll send it in to your previous brokerage firm. This process can take up to two to three weeks depending on how your current brokerage firm handles the transfers. Of course, you can start buying stock in your Stockpile account before your transfer is completed.
If you are filling out forms on your own please note that Stockpile's DTC number is 0158. You can find your Stockpile account number on your most recent statement (if you already have an account with us).
We're excited to have you join us at Stockpile!
Wishing you many happy returns!