Transferring RSUs from morgan stanley account

ESOPs/RSUs
1

Hello, I am trying to transfer some RSUs from morgan stanley to vested account. When transferring it asks me to choose “Cost Basis Information”. There are two options “Original” and “Adjusted”. I am not sure which one to choose. Can someone explain what are the implications of choosing these? Which one should we choose and what factors to consider?

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Also, are there any charges to transfer RSUs out of morgan stanley account?

2

Hi,

To answer your question first - when transferring RSUs, you should select Original cost basis.

Before initiating the transfer from the Morgan Stanley portal, please start the process on our platform:

  1. Log in to your Vested account
  2. Go to the Transfers section
  3. Select Transfer from another broker and choose Morgan Stanley
  4. Once you do this, please let us know the planned transfer date that you’ll be using on the Morgan Stanley portal

This helps us track and support the transfer more efficiently from our end.

I’ve also asked our team to reach out to you directly to assist with the process and answer any additional questions related to the transfer.

Let us know if you need help at any step.

Thanks
Rupanshi