Asset Transfers
What if my broker isn’t listed?
If your broker is not listed in the app: You can reach out to Vested support directly from the app The team will review whether transfers from that broker can be supported and guide you on the next steps New brokers are added over time based on ...
Is this similar to transferring demat accounts in India?
The outcome is similar, but the system is different. In India, markets are depository-first (NSDL/CDSL). Shares are held in a demat account in your name, and brokers act as intermediaries. In the US, markets are brokerage-account-centric. The ...
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 ...
Will my cost basis and holding period be preserved?
In most cases, cost basis is not transferred automatically along with the assets. After the transfer is completed, you will see an option to update the cost basis manually from the transaction history section in the app. Your holding period continues ...
Are there any fees or charges for asset transfers to Vested?
Vested does not charge any fees for asset transfers. Your source broker may charge a transfer fee, depending on their policies and the transfer type. Any applicable charges from the source broker are shown upfront during the transfer flow.
What happens if a transfer is delayed?
Delays can happen for a few reasons, including: broker-specific processing timelines missing or incorrect details insufficient balance at the source broker for any transfer-related charges If any action is required from you, this will be communicated ...
Can I track my transfer status?
Yes. Once you initiate a transfer, you can track its status directly from the Transfers section in the Vested app. You will be able to see whether the transfer is in progress, completed, or if any additional action is required from your side.
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 ...
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.
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 ...
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 ...
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.
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, ...
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.
Can I transfer only some of my holdings?
Yes. You can choose a partial transfer, where you specify: the number of shares you want to transfer, and/or the amount of cash you want to move You do not need to transfer your entire portfolio.
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 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 ...