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Transfer Securities

Yes! Depending on the account type and your prior financial institution, you can generally transfer securities directly when opening a new INVEST account. During the account opening process, you'll have the option of funding the account with cash or securities from a linked account. 

As you move through the account process, you'll reach the step to fund your accounts (after opening the account and selecting your beneficiaries).

Step 1: Simply click 'Transfer securities to fund your account'.

Step 2: MYRA will prompt you to 'Add Investment Account' if you don't have one already linked in the app. If you already have an investment account linked, it will appear on the screen to select. From here, you can follow MYRA's prompts to link the account.