Help with Transferring Into Playbook

Please select the institution you are transferring from

Acorns+

Navigation: Go to Settings, then select Documents & Statements. Select the account you want to transfer, and then the most recent statement. Your account number should be in the top right corner.
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Example of account number: 1234567891234X

Betterment+

Navigation: Go to Settings/Betterment Accounts, then select the account you want to transfer, and then the most recent statement. Your account number should be immediately visible.
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Example of account number: 123456789123456

Charles Schwab+

Navigation: From the dashboard, select the account you want to transfer. Your account number should be immediately visible in the dropdown.
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Example of account number: 1234-5678

Fidelity+

Navigation: From the dashboard, select the account you want to transfer. Your account number should be immediately visible under the account name.
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Example of account number: Z12345678

J.P. Morgan Chase+

Navigation: From the dashboard, select the account you want to transfer. Then select the “view account” button.
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Example of account number: 12345678

Merrill Lynch+

Navigation: Go to Settings/Statements, then select the most recent statement for the account you want to transfer. Your account number should be immediately visible in the top right of the document.
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Example of account number: 1X1-45678

SoFi+

Navigation: From the dashboard, select the Invest, and then the account you want to transfer. Your account number should be immediately visible near the top of the screen.
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Example of account number: 1AB23456

Stash+

Navigation: Go to Settings/Documents, then select “Portfolio”. Open the most recent statement for the account you want to transfer. Your account number should be immediately visible near the top of the document.
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Example of account number: 1AB-23456-78

TD Ameritrade+

Navigation: From the dashboard, select “My Profile” and then “Personal Information” or “Account Information”. You should see the final four digits of your account number; select “Show” to see the full number.
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Example of account number: 123456789 or 123-456789

Vanguard+

Navigation: From the dashboard, select the account you want to transfer. The account number should immediately be visible below the account name.
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Example of account number: 12345678901

Wealthfront+

Navigation: Go to Settings/Documents, then select the most recent statement for the account you want to transfer. Open the file, and your account number should be immediately visible near the top of the document.
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Example of account number: 1A23B456