Transfer RSU from Etrade and Fidelity

ESOPs/RSUs
1

Hi,

I wanted to transfer my RSU from E-Trade and Fidelity to Vested,
Just wanted to confirm how many days does it take for transfer to complete and if I have to pay any charges for transfer from E-Trade and Fidelity to Vested.

1 Like
3

Transfer Fees

  • Vested: We do not charge any fees for incoming share transfers.
  • E-Trade: Typically charges $75 per outgoing transfer. Please ensure you have sufficient cash balance in your E-Trade account to cover this fee.
  • Fidelity: Generally does not charge any fees for outgoing share transfers.

Transfer Time

  • Transfers usually take 5-7 business days to complete once initiated.

How to initiate the transfer

  • On the Vested app, go to Transfer & Wallet → Transfer, where you can view the detailed transfer process for each broker.

Please let me know if you have any additional questions or need help with the transfer.

1 Like
4

transfer from fidelity to vested online or offline? should I contact fidelity before the transfer?

5

Hi @Balaji_Bold_681 ,

To get started, you’ll need to complete a few steps on Fidelity first, and then return to Vested to submit the required details.

On Vested, please navigate to Transfer & Wallet → Transfer from another broker. You’ll find the exact step-by-step instructions there for transferring shares from Fidelity. Since Fidelity follows a manual, form-based process, it’s important to complete those steps first.

Once Fidelity has acknowledged your request, please come back to Vested and continue the transfer flow.

Let us know if you need any help along the way - we’re happy to assist :blush:

6

Hi Rupanshi

I have a question on the buying price which is reflecting on the RSUs which i have transferred from Etrade to vested

The buying price is incorrectly reflecting. It looks like that the buying price has not been pulled from etrade. Can you correct it?
Also i transferred in the RSUs during the promotion time when Vested was promising was 1% cashback. I have not got any amount credit for the promotion so far

Can you help me with thse two problems?

8

Hi @SAHIL_Spark_499

Give me some time to check your case and get back. Thank you.

9

Hi @SAHIL_Spark_499

We’ve checked your account and can confirm that the cost basis has now been updated. The cost basis displayed in Vested was received directly from E*TRADE through the CBRS transfer process, and we have updated it accordingly.

Regarding the 1% cashback promotion, you are eligible for the cashback. The first cashback credit is scheduled to be processed in the last week of June and will be reflected in your account once credited.

Thank you.