Transfer in:
1. Go to Homepage>>>Transfer>>>Transfer Stocks into Webull, and choose the corresponding stock market.
2. Fill in the incoming and outgoing broker’s information
Incoming broker’s information:
Broker name: Webull Securities Limited
Account No.: 10xxxxxx, (your account no. with Webull HK)
Account Name: Your Webull HK account’ name (Please make sure the account name of your outgoing broker’s account is the same as your account name with Webull HK)
Outgoing broker’s information:click the drop-down triangle to view the brokers in the list
1) If the outgoing broker’s name is on the list, please choose the corresponding broker
2) If the outgoing broker’s name is not in the list, please choose another broker and fill in the outgoing broker’s name, CCASS code, account number and contact information (optional) manually. Please note that, if you cannot provide contact information of the outgoing broker, we will try to contact the counterparty, but it may delay the transfer process.
3. Add stock information that you want to transfer in:
The stock code or name of the stock and number of shares
4. After confirming the transfer information, click Submit Transfer Application.
5. Please refer to the guidelines in the App, notify the outgoing broker to transfer out the stock.
Note:For stocks that are transferred by way of ‘Free Of Payment’, ‘Daily Close’ or ‘Previous Close’ of the transfer day will be used as ‘Cost Price’ when calculating the ‘Open P&L’ of the relevant position.
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