How does Vested know which transfer type to use?

How does Vested know which transfer type to use?

You do not need to select the transfer type yourself.

When you choose your source broker in the app, Vested automatically maps the correct transfer method for that broker and shows you the steps that apply. The flow is tailored based on the broker and asset type.


    • Related Articles

    • How to transfer USD from IDFC Bank to Vested Brokerage account

      Step 1: Log in to the IDFC Net Banking portal Figure 1 Step 2: Select “Pay Abroad”. Figure 2 Step 3: Check the account from which you want to transfer funds and click on “New payment” Figure 3 Step 4: Enter the amount you want to transfer and click ...

    • 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.

    • How to transfer funds from Axis bank to my US Brokerage Account at Vested?

      Click on the "Transfer" tab. Choose the Axis Bank account option. If you already have an existing Axis Bank account, you can use it to initiate the remittance. Alternatively, you can open an Axis Bank account through Vested. You will be redirected to ...

    • 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.

    • How to transfer USD from Axis Bank to Vested Brokerage account

      Step 1: After logging in to your Vested account, click on Add Funds on the Transfer tab. See Figure 1. Figure 1: Click on Add Funds on the Transfer tab Step 2: If you have an existing Axis Bank account, click Yes under ‘Do you have an existing Axis ...