Can I transfer only some of my holdings?
Yes.
You can choose a partial transfer, where you specify:
You do not need to transfer your entire portfolio.
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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, ...
Can I track my transfer status?
Yes. Once you initiate a transfer, you can track its status directly from the Transfers section in the Vested app. You will be able to see whether the transfer is in progress, completed, or if any additional action is required from your side.