How do I migrate my US Brokerage account from US brokers like eTrade, Robinhood etc. to Vested?

How do I migrate my US Brokerage account from US brokers like eTrade, Robinhood etc. to Vested?

If you have an account with a US Broker other than DriveWealth, you should follow the process below:


You can initiate the transfer from our Vested portal.


  • Log in to your Vested account using the Email ID registered with Vested 

  • Click on "Transfer & Wallet."

  • Select "Transfer from Another Broker."

  • Select your broker and enter the required details.


If you have any questions or need clarification, please click the “Request a Callback” button.


Charges:

 

  • Neither DriveWealth nor Vested imposes any fee for incoming external share transfers.

  • However, your existing broker may impose certain charges. Please get in touch with your broker to know their charges. 


Things to note:


  • Your account will be frozen until the transfer is completed. It is advisable not to trade or transfer funds during this time.

  • You will not be able to transfer fractional shares, and you can only transfer whole shares.