How do I migrate my US Brokerage account from INDMoney/Stockal to Vested?
You can transfer securities from one DriveWealth to another DriveWealth account only if you're the primary account holder for both these accounts. Please note that third-party transfers are not allowed on our platform.
You need to fill out the attached DTC/DWAC Letter of Authorization (LOA) Form and share it with us at
help@vestedfinance.co While filling out the form, under the ‘transfer to’ field, you need to mention the details below:
Broker Email: transfers@drivewealth.com
Broker DTC #: 2402
Please note that you can only transfer full shares (fractional shares cannot be transferred).
In case of any fractional shares, you can either liquidate them and move the full balance here or keep them with the sender firm.
Once you share the form, our team shall verify the details and once approved, your transfer request will be completed within 1-3 business days.