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Transfer an Account

Need a convenient way to fund your new or existing Wachovia Securities brokerage account? You can transfer stocks, bonds, or mutual funds from one brokerage firm to another, without having to sell your shares.

To authorize a transfer to Wachovia Securities, simply complete, print, and mail the Account Transfer Form.

Account Transfer Form

Complete this form to authorize a transfer to Wachovia Securities.

Accounts and Services

Learn more about Online Brokerage, as well as traditional brokerage, retirement, and asset management accounts.

Fees and Commissions

Complete information about fees and commissions associated with investment accounts and services, online trades, and broker-assisted trades.

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08/04

Securities and Insurance Products: Not Insured by FDIC or any Federal Government Agency; May Lose Value; Not a Deposit of or Guaranteed by a Bank or any Bank Affiliate Wachovia Securities is the trade name used by two separate, registered broker-dealers and non-bank affiliates of Wachovia Corporation providing certain retail securities brokerage services: Wachovia Securities, LLC, Member NYSE/SIPC, and Wachovia Securities Financial Network, LLC, Member FINRA /SIPC.

Member FDIC. Only deposit products are FDIC insured.

Wachovia Securities Statement of Financial Condition
Audited - December 31, 2007
Unaudited - June 30, 2007

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