Initiate an inbound DTC asset transfer
Initiating the transfer
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.
Transfer cancellation
If you’d like to cancel your transfer, contact Revolut Support via the in-app chat.
After a transfer is submitted, it may be too late to cancel. All cancellation attempts are made on a best-efforts basis.
Cost basis
The cost basis of a stock is the original purchase price (cost) that you paid for the stock.
To update the cost basis, enter the information in the 'Transfers' section of the app during submission of the transfer request, or following completion of the transfer.
If you are updating the cost basis after completion of the transfer, navigate to the 'Transfers' section of the app.
Cost basis records the original value of your assets upon purchase. It’s used to calculate the returns on your investments, and for tax purposes in calculating gains and losses.