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Account Funding & Transfers

Multiple Ways to Fund your Siebert Account.

Move money between accounts and between banks.

Submit via Check

Personal checks must be drawn on U.S. financial institutions in U.S. dollars. We do not accept third-party checks. All checks must be made payable to Muriel Siebert & Co., Inc. Please note: all checks, except those sent to establish an account, should include your account number on the face of the check.

*IMPORTANT:
Please check on your statement or contact us to find out which transfer information pertains to your Siebert account. (Either Muriel Siebert & Co., Inc OR National Financial Services)


WAYS TO SUBMIT YOUR CHECK

All Clients:
MAIL CHECK
Muriel Siebert & Co., Inc.
15 Exchange Place, Suite 800 
Jersey City, NJ 07302
Make all checks payable out to: Muriel Siebert & Co., Inc.

MOBILE DEPOSIT 
*Available to clients with transfer information under National Financial Services

Deposit checks for processing straight from your iPhone®, iPad®or Android™ device via the Wealthscape Investor® Mobile app. It's easy, fast and convenient. Download the Wealthscape InvestorSM Mobile App on the App Store® or Google PlayTM


Wire Transfers

Wire transfers typically arrive in your Siebert account the next business day. In order to fund your account by wire transfer, you must have an established account.

*IMPORTANT:
Please check on your statement or contact us to find out which transfer information pertains to your Siebert account. (Either Muriel Siebert & Co., Inc OR National Financial Services)

WIRE TRANSFERS - "NATIONAL FINANCIAL SERVICES"
Bank:
Chase Bank - New York, NY
ABA#:
021000021
Account Name:
National Financial Services LLC
Account #: 066196-221
Siebert Account Name:
Client's Name
Siebert Account #:
Client's Account Number
Deposit Amount:
Total Amount of Deposit

WIRE TRANSFERS - "Muriel Siebert & Co., Inc Clearing" 
Bank: BMO Harris Bank
ABA#: 071000288
Account Name: Muriel Siebert & Co., Inc.
Siebert Account Name: Your Siebert Account Name
Siebert Account #: 4184933
Deposit Amount: Total Amount of Deposit

Set up Electronic Funds Transfer (EFT)

*IMPORTANT: Only available for clients with the Siebert Account type on National Financial Services.

Please check on your statement or contact us to find out which transfer information pertains to your Siebert account. (Will say either Muriel Siebert & Co., Inc OR National Financial Services)

You may set up your account to receive electronic funds transfer directly from your bank account. It takes about 10 business days for this link to be activated.

One it is activated, you may e-mail, phone or transfer funds online in either direction. There is no charge for this service.

To establish an EFT link, please send or fax us a signed letter requesting this feature and a voided check from your bank. You will receive confirmation in the mail once the service has been set up.

Please note that EFTs cannot be used to pay for your initial transaction. You may fax the letter and a copy of the voided check to 212-486-2784, or mail it to Muriel Siebert & Co., Inc. at 15 Exchange Place, Suite 800, Jersey City, NJ 07302.

Account Transfers

*IMPORTANT:
Please check on your statement or contact us to find out which transfer information pertains to your Siebert account. (Either Muriel Siebert & Co., Inc OR National Financial Services)

DTC Transfer - "NATIONAL FINANCIAL SERVICES" 
From: Name of firm from which assets are being sent
Account Name: Your account title at sending firm
Account #: Your account # at sending firm
Security or Asset: Amount of shares / Name: e.g. MSFT / CUSIP#: e.g. 12345678
To: National Financial Services LLC DTC #: 0226
Siebert Account Name: Your Siebert Account Name
Siebert Account #: Your Siebert Account #
Security Note: e.g. 1000 shares of MSFT

DTC Transfer - "Muriel Siebert & Co., Inc Clearing" 
From: Name of firm from which assets are being sent 
Account Name: Your account title at sending firm 
Account #: Your account # at sending firm 
Security or Asset: Amount of shares / Name: e.g. MSFT / CUSIP#: e.g. 12345678 
To: Muriel Siebert & Co., Inc. DTC #: 0445 
Siebert Account Name: Your Siebert Account Name 
Siebert Account #: Your Siebert Account #
Security Note: e.g. 1000 shares of MSFT

FAQs

How long does it take to receive my funds?
You may set up your account to receive electronic funds transfer directly from your bank account. It takes about 10 business days for this link to be activated. One it is activated, you may e-mail, phone or transfer funds online in either direction.

What information do I need in order to request an electronic funding transaction?
To use electronic funding, you will need a valid checking or savings account number and the routing number for your bank. Additionally, within the Online Application, you will also need your U.S. driver's license number or state ID number. All electronic funding transactions must be made payable in U.S. dollars through a U.S. bank. We cannot accept an electronic funding transaction from accounts drawn on brokerage accounts or money market accounts.

Are my electronic funding transactions secure?
To ensure the integrity of the information you send via the Internet, electronic funding utilizes a multilevel server system with the latest in encryption software. Please see our Privacy Statement for more information.

Get More with Siebert

A diverse selection of investment products and consultation allows you to focus on what's important and grow your wealth.

General Investing

Siebert has an online brokerage account suited for you. Whether you’re looking for a standard, retirement, education, or a specialty account.

Managed Portfolios

No matter where you are in life, you can depend on our investment management expertise to build a plan that can help you achieve financial security.

Financial Advice

Invest with a Siebert Wealth Manager, who can help you pursue your financial goals and plan for what matters most to you, including 401(k) & IRA rollovers,

Questions? Let us help you.

Phone

Phone: (800) 872-0444
International: +1 (212) 644-2400
Fax: (212) 486-2784

Live Chat

Status: OfflineOnline

Mon - Fri 8:30am - 5:00pm EST

Email

Send us a message with your question or comment.
[email protected]

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