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
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.