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,' and select 'ESOP/RSU'.
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 3-5 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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What are the charges associated with the funds transfer via RSU/ESOP/ESPP account?
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Is it legal to transfer funds from my ESOP/RSU account?
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Can I not transfer funds from my exisiting bank account?
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What are the benefits of transferring from brokerage accounts where we hold ESOPs/RSUs?
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