Can I transfer only some of my holdings?

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.


    • Related Articles

    • 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.

    • 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.

    • Which brokers can I transfer from?

      You can transfer from most major US brokers and RSU platforms. When you start the transfer flow in the app, you will see a list of supported brokers. Each broker shown supports one or more standard US transfer methods. If your broker is not listed, ...

    • Are my assets safe during the transfer?

      Yes. Asset transfers are carried out using regulated US transfer systems such as ACAT, DTC, and DRS. Your assets remain within the regulated brokerage ecosystem throughout the process and are not exposed to market risk or third-party handling during ...