US stock transfer (transfer in only)

The process of transferring stock to Webull consists of two steps:

Step 1: Notify Webull of the transfer of shares (please click here for Webull Account Opening Guidelines>>>)

Step 2: Notify the delivering broker to transfer out the stock

1. Notify Webull to transfer shares

Step1) Open the Webull App - the Navigation Bar - Transfer - Transfer Stock

Step2) Select the stock market

Note: If you need to transfer shares to different markets, please submit the stock transfer application separately.

Step3) Fill in the broker information

Note: Stock transfers are limited to transfers of accounts with the same name.

Receiving Broker: The system will automatically fill in your information.

Account Name: Select the name of your account with the outgoing broker. (Select the same name Chinese or the English name of the same name).

Delivering Broker Name: Please fill in your full name of the delivering Broker.

Broker DTC: Please enter the DTC code of the delivering broker.

Account Number: Fill in the account number of the broker you are transferring out.

Contact: Please fill in the contact person disclosed by the delivering broker.

Contact: Please enter the contact phone number or email address of the delivering broker.

Step4) Add transfer stock information

Note: Only stocks that can be searched are supported for stock transfer. Please fill in the cost price of the transferred stock.

Step5) Confirm the information

Check the transferor, stock code, number of shares and other information, and submit the transfer application

2. Notify the transfer out of the securities company to transfer out the stock

Stock Symbol: Select the stock symbol that needs to be withdrawn

Proposed quantity: Fill in according to the actual situation

Note: For other U.S. stock transfer information, please refer to the screenshot at the bottom

Your Webull account number can be viewed in [Webull App - Middle of the Navigation Bar - Assets - Account Details - Top Left Corner of the page].

Step6) For Webull US stock transfer broker information, please click the following link for further details:

https://www.webull.hk/en/help/faq/1230-

Step7) After completing the application, Webull will deposit the shares transferred from the other broker into your Webull stock account as soon as possible. The time required to transfer a position depends on the delivering broker and it takes about 5 working days or more.