> Transfer Tips:
(1). Only listed U.S. equities, ADRs, ETFs, options and mutual funds are accepted.
(2). TradeUP supports individual cash and margin accounts only. IRAs are not supported at the moment.
(3). Transfer may be delayed if your outgoing account type differs from your TradeUP account.
(4). Your outgoing broker may charge you for the ACAT transfer (the specific amount of fees varies by broker). To protect our customers, TradeUP does not support account transfers of assets below $500 due to the high cost of the transfer. The alternative cost-free option is to liquidate your positions at your current broker, withdraw the funds to your bank and deposit those funds to TradeUP.
> Where to start stock transfer in TradeUP App?
Please contact firstname.lastname@example.org to confirm if all your securities are tradable, then follow the instructions to initiate a stock transfer.
> Fees for transfer stocks to TradeUP
TradeUP does not charge any fees for incoming transfers, however, your outgoing broker may charge you for transferring out, the specific amount of fees may vary by broker. Please contact your outgoing broker for details. The alternative cost-free option is to liquidate your positions at your current broker, withdraw the funds to your bank and deposit those funds to TradeUP.