What type of assets can I transfer?

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• 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.

• Are my assets safe during the transfer?

  Yes. Asset transfers are carried out using regulated US transfer systems such as ACAT, DTC, and DRS. Your assets remain within the regulated brokerage ecosystem throughout the process and are not exposed to market risk or third-party handling during ...

• 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 ...

• How do I migrate my US Brokerage account from INDMoney- DriveWealth/Stockal to Vested?

  You can transfer securities between two DriveWealth accounts only if you are the primary account holder for both the accounts. The name on both accounts must match exactly. If you already hold an account through another platform that also partners ...

• How long does a transfer take?

  Transfer timelines vary depending on: the source broker the transfer type (ACAT, DTC, or DRS) whether you are transferring cash or securities Most transfers are completed within a few business days, though some may take longer depending on ...