Transfer Vanguard to Robinhood in 2025
How to Transfer Accounts between Vanguard and Robinhood
Moving an account from Vanguard to Robinhood or Robinhood to Vanguard is simple and quick, thanks to the Automated Customer Account Transfer Service (ACATS). Keep reading—we’ll explain the whole process.
Transfer from Vanguard to Robinhood
First, prepare your Vanguard account for transfer. Robinhood only accepts individual, Traditional, or Roth IRA accounts, so your Vanguard account must match one of these types. If it doesn't, consider opening a matching account at Vanguard and transferring assets into it. Doing this might create tax issues, so consult a tax professional before proceeding.
Close out or exclude option contracts that expire within a week since Robinhood won't accept them. Some option strategies may also not be supported by Robinhood.
Bonds and mutual funds can't transfer because Robinhood doesn't support them.
Fractional shares can't transfer via ACATS. Vanguard will automatically convert these to cash, or you can sell them manually before transferring.
Robinhood does not allow short positions, so cover any short positions in your Vanguard account before starting the transfer.
Second, it’s time to
open a new Robinhood account
if you haven't yet. The account name must exactly match your Vanguard account.
If you're transferring options or a margin balance, ensure your Robinhood account has those features enabled, including the appropriate options trading level.
Third, fill out the ACATS form using Robinhood’s mobile app or website.
In the app, tap the person icon at the bottom right. Next, tap the settings icon (three horizontal bars) at the top-left.
Tap "Transfers," then choose "Transfer accounts in." Find Vanguard in the brokerage list, tap its logo, and complete the form by entering your Vanguard account details. Submit the application once done.
Fourth, track the transfer progress on Robinhood’s website or app. The transfer usually finishes in 5–7 business days.
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Transfer from Robinhood to Vanguard
Follow these steps to transfer your Robinhood account to Vanguard:
First, prepare your Robinhood account. Close option contracts expiring in 5 days or less for full transfers. For partial transfers, you can leave these contracts behind.
Cryptocurrencies can't transfer. Sell them or move them internally within Robinhood before transferring your account. The same applies to certain option positions.
Most over-the-counter (OTC) stocks can't transfer since Vanguard generally doesn't support them.
Clear any negative cash balance in your Robinhood account before transferring.
Second, open a Vanguard account if you don't have one yet. Transfers involve moving assets, not the accounts themselves. A full transfer closes your old account, while a partial transfer keeps it open.
If you already have a matching Vanguard account (individual, Traditional, or Roth IRA), you can use it. Otherwise, it's easy to open one on Vanguard's website. Look for the "Open an account" link at the top-right. You can open a new account and transfer assets simultaneously, or you can transfer later if preferred.
Third, request the transfer. If you're transferring to an existing Vanguard account, go to "Open an account," then choose the option to transfer from another brokerage.
Choose "individual" as the account type and select Robinhood from the brokerage list.
You can either link your Robinhood account directly using your login details or provide your account number. Specify whether the transfer is full or partial, then complete and submit the form. Vanguard will notify Robinhood once they receive the request.
Fourth, wait about a week and a half for your assets to arrive at Vanguard.
Robinhood charges $100 for outgoing transfers. If you
move your Robinhood account to Webull,
Webull refunds the $100 fee if the transferred assets are worth at least $2,000.
Updated on 4/28/2025.
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