Transfering from eTrade

ESOPs/RSUs
1

Vested team, Is there a step by step guide to move Stocks from eTrade to Vested?

1 Like
4

Hi! Yes, absolutely. Here’s how to transfer your stocks from eTrade to Vested:

Steps to get started:

  1. Open the Vested app
  2. Go to Transfers → Transfer from another broker
  3. Select eTrade as your broker
  4. Follow the on-screen steps

If you need any additional help, we also have a Request a Callback option on the same page - feel free to use that and our team will assist you directly! :slightly_smiling_face:

1 Like
5

Hi Rupanshi

I have a question on 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?

6

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.