Can I transfer funds from my ESOP/RSU account?
Yes, you can transfer funds from your ESOP/RSU account to Vested. Here’s how:
Complete your KYC to open a Vested US brokerage account.
In the Vested app, go to 'Transfer,' click 'Add funds,' and select 'ESOP/RSU' account.
Find your broker (e.g., Fidelity, Morgan Stanley, Computershare, E-Trade, Charles Schwab).
Download the PDF instructions.
Follow these instructions on your ESOP/RSU account portal.
Once the transfer is initiated, it typically takes 5-7 business days for the funds to be deposited into your DW brokerage account.
If you require any assistance during this transfer, please don't hesitate to reach out to us at help@vestedfinance.co or click on 'Request Callback' button on the instructions page.
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