Transfer Stocks into Your Webull Account

ACATS (Automated Customer Account Transfer Service) is a system that automates and standardizes procedures for the transfer of assets in a customer account from one brokerage firm to another. The service reduces operating costs and speeds up transaction settlements.

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Transfer Tips

• Only listed U.S. stocks, ADRs, ETFs and options are accepted.
• Webull supports individual cash, margin accounts, traditional IRAs, Roth IRAs and Rollover IRAs only.
• The name and type of the delivering account must be identical to the receiving account's name and type. Transfer may be delayed if your outgoing account type differs from your Webull account.
• Your outgoing broker may charge you for the ACAT transfer (the specific amount of fees varies by broker).Webull does not support account transfers of assets below $500 due to the high cost of the transfer. The alternative cost-free option, is to liquidate your positions at your current broker, withdraw the funds to your bank and deposit those funds to Webull.
• If you choose full transfer, all your assets (including all positions and cash) will be transferred to Webull. Please note that only U.S. dollars are accepted, and make sure the securities you transfer to Webull are all supported and tradable at Webull.

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What Brokers can I Transfer from?

Dozens of brokers support ACATS transfers.

• If your broker is not listed, please slide to the bottom, click “Other Broker” and you can find other brokers who accept ACATS by searching the broker’s name or DTC number.
• If you confirm your outgoing broker supports ACATS but can’t be searched for in the Webull App, please contact us. We will add your broker into our ACATS list for future stock transfers.

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What Kind of Securities can I Transfer to my Webull Account?

Most U.S. listed equities, ADRs, ETFs and options are supported. (Currently Webull does not support bonds, mutual funds, pink sheets and penny stocks on the OTC market). Please make sure whether the specific security you would like to transfer is tradable or not on Webull with the following method:

• Login to Webull
• Tap on the “Search” box in the top right of the Watchlist or Market pages.
• Search the symbol or stock name you want to transfer.
• Go to the stock detail page of each stock. If there is a "Trade" button on the bottom navigation bar, it means this stock is tradable on Webull. If there is not “Trade” button, this means this stock is not available to trade at this time.

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How do I Start a Stock Transfer on The Webull App?

Once all your securities have been confirmed as tradable, please follow these steps to initiate a stock transfer in the Webull app:

• Tap on "Transfer".
• Read the Transfer Tips and Tap on "Transfer Stocks into Webull".

• Choose broker to transfer from.
• Enter the information as prompted and click on “Submit transfer stock request” button.

Note: For full transfers, all your assets (including all positions and cash) will be transferred to Webull, so please make sure the securities being transferred are supported by Webull. If you are trying to transfer bonds, mutual funds, pink sheets or penny stocks on the OTC markets your transfer will be rejected in full. If you would like to transfer cash, please select full transfer (U.S. dollars only). For partial transfer, only U.S stocks, ETFs and options are supported. You should specify all the securities with symbol and quantities.

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How long Does the Stock Transfer Take?

Stock transfer usually takes 5-7 business days to complete. However, delays can occur if the incoming account type differs from your Webull account. Delays can also occur if you have any activity in your outgoing account (unsettle stocks, ACH transactions). Please contact us if your transfer is pending more than 7 business days.

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Fees for Stock Transfer to Webull

Webull does not charge any fees for incoming transfers, however, your outgoing broker may charge you for transferring out, the specific amount of fees varies by broker. Please contact your outgoing broker for details. The alternative cost-free option, is to liquidate your positions at your current broker, withdraw the funds to your bank and deposit those funds to Webull.

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Can I Cancel a Stock Transfer Request on Webull?

There is a timeframe of 30 minutes for you to cancel a transfer request.

The steps are as follows:

• Tap on "Transfer"
• Tap on "Cancel"

After 30 minutes, the cancel button will be unavailable. Status of “Transferring” means your request is under process/being processed by Apex, the clearing firm, and is unable to be cancelled or reversed via Webull.