How do I transfer AU shares to my Webull account?

To transfer shares from another broker to your Webull account, follow these steps:

1. Log into your Webull account.

2. In the Transfers tab select “Portfolio Transfer”

3. Select the Broker shares are coming from.

4. Ensure you have valid proof of ID (e.g., Driver’s License or Passport) and a valid CHESS Holding statement (optional).

Click Continue once you have gathered all necessary documents

5. Add the stock transfer details, then click continue.

6. Upload a copy of your ID and proof of ownership (optional ). Once complete, click submit.

7. Once you have submitted your stock transfer request, it will show as processing. Please allow up to 10 business days for the transfer to be completed.

Key Terms:

• Broker Name: Name of the broker from where you would like to transfer your shares from (e.g., CommSec is Commonwealth Securities Limited)

• Account Number: Account number with another broker

• HIN: HIN refers to your Holder Identification Number. A HIN number is 10 digits preceding with letter “X”; however, some brokers may not display your HIN in this format. If your HIN is not showing 10 digits, add zero(s) after the X to make up the required 10 digits.

• Custodial Model: If you do not have a HIN your shares are held by a broker on your behalf, select Custodial Model (e.g., brokers such as Pearler).

• Symbol: Refers to the stock code (e.g., WOW is Woolworths Group Ltd)

• Quantity: Number of securities you wish to transfer

• Fees: Webull does not charge any fees for incoming AU broker to broker share transfers . However, please be aware that your departing broker may impose their own separate fees.

• Processing Time: Initiating your share transfer request takes just a few minutes and can be done swiftly, paperless, and at no cost.

The transfer process may take up to 10 business days. However, please note that occasional delays may occur if the departing broker does not promptly release your shares. Rest assured, we always strive to complete your transfer as quickly as possible, even if such delays are beyond our control.

If you encounter any issues or have questions during the transfer process, our client services team is here to assist you.