Transfer your account to Passfolio for free

Looking for a commission free* US broker? We don’t charge you anything to transfer your account to Passfolio, and we will reimburse your transfer fees up to US$100 for accounts worth over $2,000!

Find out how to transfer your US broker-dealer account and sign up for Passfolio today:
* Securities less than $5 cost $0.02/share. Please see our disclosures on other charges.
Transfers from DriveWealth are free unless your broker charges fees.

Start with
just $1

Make small investments in big companies - buy as little as $1 of any asset, even stocks that cost thousands of dollars per share.

ⓘ Please see our
fractional shares disclosure.

Deposit your
local currency

You don't need a US bank account. - We support your local currency and transfer method so you can even deposit reais via TED.

ⓘ Disclosure

Access to
US investments

Invest in American stocks commission-free from
your phone today.

ⓘ Securities less than $5 cost $0.02/share. Please see our
disclosures on other charges.

Support in
your language

Our responsive support team speaks English, Portuguese and Spanish. We are always ready to help you in your language with whatever you need.

ⓘ Disclosure

US Registered Broker-Dealer

Passfolio is a member of FINRA
and SIPC, which protects securities customers of its members
up to US$500,000 (including
US$250,000 for claims for cash).
Explanatory brochure available upon request or at www.sipc.org.

How to transfer your account from a US broker-dealer to Passfolio

If you are interested in transferring your account from another US broker-dealer to Passfolio, here’s the step by step to do so:

STEP 1 - CREATE YOUR PASSFOLIO ACCOUNT

Click here to create your Passfolio account. All you’ll need is a photo of your ID and a selfie.

STEP 2 - CONTACT OUR SUPPORT TEAM

Please send an email to support@passfolio.us letting us know from which broker-dealer you want to transfer your account. Our team will reply with instructions on how to fill out a form for this.

STEP 3 - FILL OUT YOUR TRANSFER FORM

After contacting our support team, you will need to fill out the form according to the instructions they provide you. You will need to inform your current account information, as well as which assets you want to transfer.

STEP 4 - COMPLETE ACCOUNT TRANSFER

Once you fill out the form, send it according to our instructions and that’s it!
Your funds and assets will be transferred within 2 business days.

STEP 5 - GET YOUR REIMBURSEMENT

If your account transfer was worth over $2,000, please send us the receipt of the fees you paid to your previous broker-dealer, and we’ll reimburse it in up to $100! Transfers from DriveWealth are free unless your broker charges fees.
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