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How to initiate a MY Shares Transfer In request?


To initiate a Shares Transfer In request on the Webull App:


1. Tap the Webull logo at the bottom of the screen.

2. Select your Securities account.

3. Tap "Transfers" at the top of the screen.

4. Tap "Shares Transfer In".

5. Tap "Transfer MY Shares".

6. Fill in the required details and download the form.

7. Complete the submission and provide the form to your counterparty.


You must contact your current broker and provide them with the downloaded form to initiate a Shares Transfer Out request.


Please be advised that any discrepancy in the submitted information, such as the Brokerage Account ID (CDS ID) or Delivering Broker email address (eg. putting personal account ID/emails instead of the Brokerage ID/emails), may result in extended processing times for your transfer application.


Please take note of the following:


1. Kindy contact your current broker to confirm your CDS account number before proceeding the application.

2. There must be no change of beneficial ownership.

3. Shares Transfer In may take up to 21 business days for processing.

4. The only products supported for transfer in are MY Exchange listed Stocks and Exchange-Trade Funds ("ETFs").

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