Which brokers can I transfer from?

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, you can contact Vested support from the app for guidance.


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    • 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 & ...

    • Do I need to upload or sign any forms?

      For most brokers, no physical forms or offline signatures are required. The transfer is initiated digitally from within the app. Some brokers (typically those using DTC or DRS transfers) may require additional confirmation steps. If so, these steps ...

    • Who initiates the transfer?

      The transfer is initiated by you, directly from the Vested app. Once you complete the required steps, Vested submits the transfer request through the appropriate US transfer system.

    • 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.

    • Can I transfer cash without transferring shares?

      Yes. You can transfer only cash without transferring any securities, as long as your source broker supports cash transfers. This option is shown during the transfer flow.