Transferring your account is easy and fast!

Step 1: Open a Hennion & Walsh account if you don’t already have one established.

Step 2: Complete, sign and print an Account Transfer Form.

Step 3: Please mail us a copy of your most recent brokerage statements along with a completed Account Transfer Form.

Once completed, please mail documents to:

Hennion & Walsh, Inc.
2001 Route 46
Waterview Plaza
Parsippany, NJ 07054

The transfer process usually takes 10 business days to complete.

If you need assistance in transferring your account, please contact us at (800) 836-8240.