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Account Transfers

Transfer or roll over an account from another firm

Select the account to transfer or roll over

Start by telling us about the account you are transferring in or rolling over. We'll help you pick the right Capital One Investingâ„  account to avoid any snags.

Tell us what you're transferring

Enter details about what you're bringing to Capital One Investing: cash, stocks, mutual funds, options? We'll guide you through, helping you complete your transfer request without hiccups.

Submit your request and send us your paperwork

Complete your form online, add your signature, and attach a recent statement from the transferring firm. You can submit your paperwork electronically, or send us a hard copy by fax or mail - it's up to you.

Transfer Between Accounts

If you'd like to move your assets between two of your Capital One Investing online accounts, you're in the right place.

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Rolling over a 401(k)?

If you need help figuring out what kind of IRA might be a good fit for your 401(k), head on over to our Retirement tab for details.