What if my broker isn’t listed?

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• Can I transfer funds from my ESOP/RSU account?

  Yes, you can transfer funds from your ESOP/RSU account to Vested. Here’s how: Complete your KYC to open a Vested US brokerage account. In the Vested app, go to 'Transfer,' and select 'ESOP/RSU'. Find your broker (e.g., Fidelity, Morgan Stanley, ...

• How do I transfer my US portfolio from my current broker to Vested?

  You can initiate the transfer directly from the Vested app. Go to Transfers → Transfer from another broker, select your current broker, and follow the on-screen steps. You will be asked to choose whether you want to transfer your entire portfolio or ...

• Are there any RBI restrictions or income tax implications when moving dollars from a US broker to Vested, especially if these dollars were received as dividends?

  You can move your dividend funds from a US broker to Vested without any RBI restrictions. Regarding income tax, transferring these funds and investing them does not create a taxable event. Tax obligations only arise when you sell an investment or ...

• Can I do Intraday trading? Will Vested provide any margin like my Indian broker?

  With Vested, one can open a brokerage account in the US. The account will be a cash account and not a margin account (used for taking margins and placing multiple intraday trades). Under the RBI regulations and LRS guidelines, speculative trading ...

• 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, ...