How do I transfer my shares from Selfwealth to Webull?

What You Will Need to Prepare:

• Confirm Same Name: Ensure that the shares you are transferring are registered in the same name 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."

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

• Selfwealth account number.

• A copy of your photo ID.

• Ensure you have access to a printer.

• Optional: CHESS Holding Statement.

To submit your request to Webull, follow these steps:

1. Log into your Webull app.

2. On your account page, go to ‘Transfers’ >> ‘Share Transfer’ >> ‘AU Share Transfer’

3. Under “Broker Name”, select Selfwealth, then click Continue.

4. A transfer request form will be sent to your registered email address. Please PRINT OUT the transfer request form and fill out all the required sections.

5. Sign the request form, ensuring that your signature matches the one on your ID document (please note digital signatures are not accepted).

6. Scan or take a clear photo of your completed request form.

7. Upload the required documents to your ongoing Portfolio Transfer:

• A copy of your ID

• A photo of the signed request form

• An ownership statement (if applicable)

8. Click ‘Submit’. Once you have submitted your stock transfer request, it will show as processing. Please allow up to 5 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., Selfwealth will be “SELFWEALTH”)

• 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.

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

• Quantity: Number of securities being transferred.

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

You may need to contact Selfwealth to verbally authorise the release of stock.

Processing Time: Initiating your share transfer request takes just a few minutes and can be done swiftly, and at no cost. The transfer process may take up to 5 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.

*This information was taken from the official Selfwealth website on 25/06/2025. For the latest, or any additional information, please view the official Selfwealth website: https://www.selfwealth.com.au/