Transfer Basics

How does it work?

You can transfer cash, stock, and other supported assets into Webull through ACATS. A transfer through ACATS, or the Automated Customer Account Transfer Service, is a process used to electronically transfer assets (e.g. stocks or ETFs) from one brokerage or financial institution to another. You can elect to submit either a full or partial transfer:

• Full account transfer: All assets from your other brokerage account will be transferred to Webull.
• Partial account transfer: You may choose which assets are transfered to Webull.

What securities can I transfer to my Webull account?

Only U.S. exchange-listed stocks, American Depository Reciepts (ADRs), ETFs, treasury bonds, and options can be transferred. Please note, these assets must be tradeable on Webull to be eligible for transfer. OTC securities and mutual funds are not transferable, and any fractional shares in your account will be liquidated when you initiate an account transfer. To ensure a smooth transfer, please review the following:

1. Currency: Webull only accepts assets in USD; non-USD assets cannot be transferred.
2. Minimum value: Transferred assets should have a minimum value of $500.
3. Options Expiry: To be eligible for transfer, options contracts must not expire within the next two weeks. Your Webull options level should also be sufficient to support the position once transferred.
4. Bond Maturity: Any treasury bond being transferred must have a maturity date that is more than 10 days away.

To verify if a security is tradable on Webull, please review the following steps for all platforms:

App:

1. Watchlists (bottom left)
2. Tap the magnifying glass (top right).
3. Search for the symbol or company name. If there is no trade button displayed, the security is not tradable on our platform.

Desktop/Web:

1. Click the search bar at the top of the page.
2. Search a symbol or company name.
3. If there is no trade button displayed, the security is not tradable on our platform.

What account types are supported?

Currently, Webull allows for the following accounts to be transfered through ACATS:

• Individual Cash
• Individual Margin
• Traditional IRA
• Rollover IRA
• Roth IRA

What fees are associated with my transfer?

Note: Certain financial institutions may charge a higher outgoing transfer fee. For exact charges, please consult your delivering broker.