Can I transfer cash without transferring shares?

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• Can we transfer shares/stocks to Vested without selling?

  Yes, you can transfer shares/stocks to Vested without selling. Please check which stock transfer method is available with your broker. Here are the available methods: ACATS (Automated Customer Account Transfer Service) - Requires a Letter of ...

• 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.

• How long does a transfer take?

  Transfer timelines vary depending on: the source broker the transfer type (ACAT, DTC, or DRS) whether you are transferring cash or securities Most transfers are completed within a few business days, though some may take longer depending on ...

• What are the benefits of transferring from brokerage accounts where we hold ESOPs/RSUs?

  Here are a few reasons why investing ESOP/RSU proceeds abroad is beneficial: Diversify your wealth: As the underlying value of the ESOP grows, more and more of your wealth might end up concentrated in the stock of just one company. In order to create ...

• Can I transfer only some of my holdings?

  Yes. You can choose a partial transfer, where you specify: the number of shares you want to transfer, and/or the amount of cash you want to move You do not need to transfer your entire portfolio.