Starting Your Transfer

You can transfer assets to Webull from any brokerage firm that supports ACATS (Automated Customer Account Transfer Service). You may submit your transfer request on either the Webull mobile app, website, or our intuitive desktop application. Please use the following instructions to guide you through the process:

App:

1. Tap on the Webull logo (bottom center) and select the desired account.
2. Locate to Transfers ➝ Transfer Assets ➝ Transfer In.
3. Tap on the From: section and select your financial institution to transfer assets from and Confirm.
4. Once selected, you will be prompted to select the Asset Check, Information Check, and Account Check boxes. Please read these sections carefully to ensure a smooth transfer.
5. Within the Outgoing Account No. in box, type your delivering firms account number as it appears on your account statement.
6. Choose either Full Transfer or Partial under Transfer type.
7. Select Submit Transfer Request.

Web:

1. Select My Account.
2. On the left side column, select Transfer Stocks.
3. Select the recieving account under the Please select an account dropdown.
4. Under Select a Transfer Method, choose Transfer from Other Brokers. Click Confirm.
5. Next, select the delivering broker, choose the account type, and enter your outgoing account number.
6. Select either a full or partial transfer under Transfer Type.
7. Click Submit Stock Transfer Request after acknolwedging the disclosure.

Desktop:

1. Select Account.
2. Under the Banking widget, select Stock Transfer.
3. Select the recieving account under the Please select an account dropdown.
4. Under Select a Transfer Method, choose Transfer from Other Brokers. Click Confirm.
5. Next, select the delivering broker, choose the account type, and enter your outgoing account number.
6. Select either a full or partial transfer under Transfer Type.
7. Click Submit Stock Transfer Request after acknolwedging the disclosure.

How long does it take to transfer an account?

Transferring positions from other brokers to Webull typically takes 5-7 business days. However, the transfer may be delayed if:

• The brokerage account type being transferred does not match.
• New transactions are made in the delivering brokerage account after the transfer is initiated.