Can I download my transaction history?

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• Can I download Profit and Loss report?

  Yes, we provide an option to download this report in an Excel format. The Excel file will have a sheet for your personal details and then multiple sheets for realized and unrealized summaries as well as breakdowns based on your selection.

• What should I do if my transaction is rejected?

  If your transaction is rejected, please reach out to us at help@vestedfinance.co. Our team will assist you in resolving the issue.

• Where will the details of the Vest AUM fee deducted be reflected?

  The details of the Vest fees deducted from your cash balance will appear in the Transaction History section in the Profile menu.

• Will my cost basis and holding period be preserved?

  In most cases, cost basis is not transferred automatically along with the assets. After the transfer is completed, you will see an option to update the cost basis manually from the transaction history section in the app. Your holding period continues ...

• How do I get a statement of the trades I placed via Vested?

  You can use the Download functionality in the Profile → Transactions section on our web platform to get details of the trades placed at Vested. You can also view these transactions in the Profile → Transactions section on our app; the download ...