Can I track my transfer status?

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• 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.

• The fund transfer to my US brokerage account at Vested failed but the money got deducted from my account. What can I do?

  Kindly share the SWIFT copy of the transfer at deposits@vestedfinance.co. Accordingly, we can get this checked with our broker partner, DriveWealth and update you on the status of the funds.

• 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.

• Can I transfer cash without transferring shares?

  Yes. You can transfer only cash without transferring any securities, as long as your source broker supports cash transfers. This option is shown during the transfer flow.