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 Authorization and account statement, typically takes 5-7 days.
DRS (Direct Registration System) - Involves a transfer agent.
DTC (Depository Transfer Check) - For transferring whole shares.
These methods require account freezing during the transfer. Need help through the process? Contact help@vestedfinance.co.
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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.
How to buy stocks on Vested?
Below are the steps to buy stocks on the Vested platform: Select the stock you wish to buy, by searching in the browse option. Click on the “buy” tab Enter the number of shares you wish to buy/ amount you wish to invest in the shares of that company. ...
What is the process for a NRI to invest in US Stocks via Vested?
As a NRI, there are three simple steps to start your investing journey in US Stocks via Vested: Signup with an account on the Vested app or app.vestedfinance.com Complete your KYC in minutes by providing your Tax ID (as per your current tax ...
Does Vested Signals also contains OTC stocks?
Signals on Vested do not include OTC (Over-the-Counter) stocks or ADRs (American Depositary Receipts).
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.