不同TD帳戶間,如何申請免費資產轉移 - 投資
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By Dora
at 2020-11-09T09:51
at 2020-11-09T09:51
Table of Contents
好讀圖文版:https://hellohero73.blogspot.com/2020/02/td-ameritrade.html
FB: https://www.facebook.com/hellohero73/
延續上一篇文章【如何同時管理多個TD Amertriade帳戶】,如果想要在不同TD帳戶間轉
移資產,只要上網提出申請就可以快速將資產轉移且免手續費(以前資料提出申請後,還
必須將資料印出來或掃描後寄回)。
使用手機申請資產轉移時,系統會提醒你目前沒有預計轉入帳戶與此帳戶連結,因此必須
跳到電腦版網站才能繼續申請資產轉移;使用電腦版網站申請資產轉移時,每次必須輸入
預計轉入帳戶的相關資料,雖然電腦版有一個選項是設定該帳戶為日後常用轉帳帳戶,方
便日後免填同樣資料,但經測試失敗後詢問客服人員,該功能僅提供美國投資人使用。
如何申請內部帳戶資產轉移(以下係使用電腦操作)
STEP1:登入帳戶後,點選"My account",再從"Deposits & Transfers"項下點選
"Internal Transfer"
https://imgur.com/KH9WXJN
STEP2:輸入預計轉帳金額或是已持有的投資標的(可選擇部分轉移),輸入完畢後按
"Continute"送出
https://imgur.com/5BdgIWM
STEP3:輸入本次預計轉入帳號資料(需選擇一次性轉帳才能成功轉帳;另一選項為設定該
帳號為日後常用轉出對象,但可惜該功能僅提供美國投資人使用)
https://imgur.com/E5DzYxD
選擇是否為一次性轉帳對象
https://imgur.com/3ujdfAL
選擇"一次性轉帳",接著輸入相關資料
https://imgur.com/m7kxrN6
若選擇設定預計轉入帳戶為日後常用帳戶所看到的畫面
STEP4:打勾同意TD的相關聲明後,按"Submit"送出
https://imgur.com/MRYlQBt
STEP5:大功告成
https://imgur.com/uPULBog
--
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