As global portfolios grow, investors often end up holding US stocks, ETFs, RSUs, or ESOPs across multiple platforms.
At some point, most investors consolidate these holdings to simplify tracking, planning, and long-term portfolio management.
Vested is introducing a limited-period cashback initiative to reward this consolidation.
With this initiative, you can transfer your US stocks, ETFs, or RSUs to Vested and earn 1% guaranteed cashback on eligible transfers. There is also a community benefit built in — if participating investors collectively cross $25M in transfers, everyone who has participated receives an additional 0.5% cashback.
The initiative is designed to make consolidation easier without forcing any changes to your investments. You can transfer direct share holdings without selling, or transfer USD proceeds, depending on what works best for you.
Cashback is calculated on the value of assets transferred and is credited in 18 equal monthly installments, allowing the benefit to accrue steadily over time. To continue receiving cashback credits, the transferred value needs to be maintained for the 18-month period (market movements excluded).
This initiative applies to:
- RSUs and ESOPs held on platforms such as E-Trade, Charles Schwab, Interactive Brokers, Alpaca, and others
- US stocks and ETFs held with Indian or US-based brokers (including cases where you are a returning NRI)
Eligible transfer value ranges from $10,000 to $500,000.
Built to reward a behaviour many investors already plan for — bringing their US investments together in one place — while adding a meaningful community-led incentive.
Offer valid till: 23 April 2026