Transfer US stock positions from Webull

Transfer out preparation

For investors with a current Webull account, please open the Webull app and download your latest account statement in PDF format.

The statement must include your address, full name, and share quantity. To learn more about how to access your account statement, click here.

Start the transfer

Go to: Accounts > Stock > Transfer Stock In > US Stocks

1. Enter the broker’s information and your account details

1. Select the broker from which you want to transfer your US stocks

2. Enter your account number with the broker

3. Upload your account statement with the broker

Please provide your latest account statement in PDF format. The statement must include your address, full name, and share quantity.

• Learn more about how to find my Webull account number.

• Find out how to find my Webull account statement.

2. Enter the transfer details, confirm and submit the request

Initiate a Full Transfer or Partial Transfer

a) For a full transfer, you don't have to provide the asset details

b) For a partial transfer, you must provide details about the stocks, options, or cash you'd like to transfer to Futu HK

3. Confirm and submit the request

a) If you choose Full Transfer, you need to verify the information of the other broker you are transferring from.

b) If you choose Partial Transfer, you need to verify the information of the other broker you are transferring from as well as the share quantity, and symbol fields.

After verifying that all the information is correct, you may proceed to submit the instructions. If there are any errors or omissions, you may revisit the form to make changes.

Notes:

• Name: It is only available for the transfer of accounts with the same name between different brokerages.

• Transfer Fees: Futu HK does not charge any fees for this service, but the other brokerage may charge fees.

• Processing Time: It is expected to take 5-7 working days. Once the other brokerage transfers the stocks, Futu HK will deposit them into the your account within 1-2 working days.

• Transfer Details: Please refer to the actual displayed information for the required confirmation. The above screenshots are for illustration purposes only.