Need a hand?

Transferring assets into your account can be done via the Depository Trust Company (DTC) transfer process. To process an incoming DTC transfer, you’ll need to complete the in-app flow:

• Select 'Invest' from the bottom menu
• Select 'More'
• Select 'Transfer investments'

We’ll need to know details on the transferring firm where you hold your securities, as well as the securities you’d like to transfer. Once the instructions are completed, our team will begin the transfer process and keep you updated throughout.

If you’d like to cancel your transfer, request live support by typing ‘Live agent' in the chat. After a transfer is submitted, it may be too late to cancel. All cancellation attempts are made on a best-efforts basis.

However, you won't be able to withdraw funds until they've been settled. It normally takes 1 trading day for US securities and 2 trading days otherwise.

If 1 trading day (for US securities) or 2 trading days (for EU securities) have passed, but the funds are still not available for withdrawal, make sure to check if there were any market holidays.

The cost basis of a stock is the original purchase price (cost) that you paid for the stock. It’s used to calculate the returns on your investments, and for tax purposes in calculating gains and losses.

To update the cost basis during submission of the transfer request, navigate to ‘Invest’ on the bottom menu → ‘More’ → ‘Transfer investments’.

To update the cost basis after a transfer is complete, go to ‘Invest’ → ‘More’ → ‘Transfer investments’. Choose from your completed transfers and select ‘Update an asset price’.