Are my assets safe during the transfer?

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• What type of assets can I transfer?

  You can transfer: US-listed stocks and ETFs US-listed RSUs (that are already vested and held in your brokerage account) Cash (USD) Unvested RSUs, or shares that are not yet available in your brokerage account, cannot be transferred.

• What transfer types are supported?

  Vested supports the standard US transfer mechanisms: ACAT DTC DRS Each broker supports one or more of these transfer types. The applicable transfer method depends on your source broker and the type of assets being transferred.

• How do I transfer my US portfolio from my current broker to Vested?

  You can initiate the transfer directly from the Vested app. Go to Transfers → Transfer from another broker, select your current broker, and follow the on-screen steps. You will be asked to choose whether you want to transfer your entire portfolio or ...

• Who initiates the transfer?

  The transfer is initiated by you, directly from the Vested app. Once you complete the required steps, Vested submits the transfer request through the appropriate US transfer system.

• How to transfer USD from Axis Bank to Vested Brokerage account

  Step 1: After logging in to your Vested account, click on Add Funds on the Transfer tab. See Figure 1. Figure 1: Click on Add Funds on the Transfer tab Step 2: If you have an existing Axis Bank account, click Yes under ‘Do you have an existing Axis ...