What information do I need to transfer shares from another Broker to Webull

What You Will Need

To initiate the transfer of your shares from another broker to Webull, follow these steps to ensure a smooth process:

1. Confirm Same Name and Postal Address: Ensure that the shares you are transferring are registered in the same name and postal address as the Webull account you are transferring to. For example, if the shares are registered under "MS JANE SMITH," they should be transferred to the Webull account with the same name, "MS JANE SMITH ”. If the details do not match, the transfer cannot be completed.

2. Gather Required Information: When initiating the transfer, have the following information ready:

• HIN (Holder Identification Number) associated with the departing broker account. The HIN starts with the letter 'X' followed by 10 digits.

• Departing broker account number.

• A copy of your photo ID.

• Your signature.

• Optional: CHESS Holding Statement

3. Follow the step-by-step instructions provided in the app.