{"id":5332,"date":"2020-08-05T15:16:33","date_gmt":"2020-08-05T13:16:33","guid":{"rendered":"https:\/\/captrader.excellents.eu\/?p=5332"},"modified":"2026-05-28T13:53:48","modified_gmt":"2026-05-28T11:53:48","slug":"account-transfer-to-captrader","status":"publish","type":"post","link":"https:\/\/www.captrader.com\/en\/anleitung-depotuebertrag-zu-captrader\/","title":{"rendered":"How do I transfer my securities account to CapTrader?"},"content":{"rendered":"

After successfully opening a securities account with CapTrader, you would like to transfer a securities account that is currently still held with another broker or bank to CapTrader? You are welcome to transfer your securities account to CapTrader with these instructions. You can find more information on the topic of securities account transfer on our page Deposit transfer<\/a>.<\/p>\n\n\n\n

In principle, also Employee shares<\/strong>, Private equity investments of companies going public<\/strong> and Deposit transfers from Canadian or U.S. banks \/ brokers<\/strong> be carried out. In these special cases, please write us a short e-mail to the info@captrader.com<\/a>.<\/p>\n\n\n\n

Dialing into the account management (Client Portal)<\/h2>\n\n\n\n

After dialing into the Account Management (Client Portal)<\/a> the path >Transfer & Pay > Transfer Positions<\/strong>.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Select type of transaction<\/h2>\n\n\n\n

Now please select the button ><\/strong> Incoming.<\/strong><\/p>\n\n\n\n

\"captrader<\/figure>\n\n\n\n

Now, for the transfer method, select the region with the headquarters of your previous broker (usually this is for European banks: All Other Regions<\/strong>) and then at the selected method click the button > Select<\/strong>.<\/p>\n\n\n\n

\"captrader<\/figure>\n\n\n\n

Enter broker information<\/h2>\n\n\n\n

Now select the previous broker, enter the account number and account title as well as contact information of the previous broker.<\/p>\n\n\n\n

If your previous broker is not listed, please contact CapTrader customer support.
Then please provide this information:<\/p>\n\n\n\n