We have launched the Asset Transfer module on Vested, and wanted to share some context on what this is and who it is useful for.
Over the last few years, many members have built meaningful US exposure. For a lot of people, this came through US-listed RSUs granted over time, or US stocks accumulated on another platform.
As these holdings grew, a common challenge started to come up:
- portfolios became concentrated in a single stock
- assets were spread across platforms
- acting on diversification or consolidation felt harder than it should
Until now, the usual way to deal with this was to sell holdings and move cash, or go through a manual transfer process involving forms and email coordination.
With the new Asset Transfer module, you can now initiate transfers directly from the Vested app.
What you can do with this
- Transfer US stocks, cash, or US-listed RSUs held on another platform to Vested
- Choose between a full transfer or a partial transfer (specific cash or share quantity)
- Manage everything together in one place on Vested
Once you start the flow in the app, you will see clear, step-by-step guidance based on where your assets are held, so you know what applies to you before proceeding.
Who this is especially useful for
- Members holding US assets on another platform who want to consolidate
- RSU holders looking to reduce single-stock concentration over time
- Anyone who wants to make better use of existing US assets across the investing options available on Vested
You can explore this by going to the Asset Transfer section in the app.
As always, we would really appreciate feedback:
- What worked smoothly
- Where the process felt unclear
- What we can improve next
Please share your thoughts or questions here. The team will be actively following the discussion.