How to transfer US Shares from Stake to Webull

1. Please note that Stake has the following Transfer Fees:

• Stake may charge fees to transfer US shares to another broker. Visit their official website or contact them directly to understand what fees apply.

• Webull does not charge any additional transfer fees

2. Prepare the following information:

• A copy of your photo ID.

• Your most recent Stake account statement

3. Initiate the Transfer by following these steps on the Webull App:

• Log into your Webull app.

• Go to Transfers > Portfolio Transfer > US Share Transfer

• Enter the detail of the delivering broker

• Enter the stock details you wish to transfer

4. Confirm the detail are correct and select next

• A transfer request form will be sent to your registered email address. Please PRINT OUT a physical copy of the transfer request form.

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

• Take a clear photo of your completed request form.

5. Log in to your Webull App and open Portfolio Transfer. Upload the required documents.

• A copy of your ID

• A photo of the signed request form

• An ownership statement

6. Once complete, click Submit.

• 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.

7. Complete Stake’s Requirements

• Download Stake’s ‘Outgoing Transfer Form’. It can be found on this page: https://hellostake.com/au/support/portfolio-transfers/outgoing-portfolio-transfers/26019635139993

• Fill out the form and send it to support@hellostake.com

• Stake will then verify your positions and approve the outgoing share transfer

You may need to provide the following information to Stake:

• Organization Name - Webull Securities (Australia) Pty Ltd

• Contact Person - Operations Team

• Email - support@webull.com.au

• Custody Account no. - Your Webull account number - starts with CAU

• DTC Participant Code - 0158

Please take note of the following:

• You must ensure that the shares you are transferring are registered in the same name as the Webull account you are transferring to.

• Webull Australia only supports Depository Trust and Clearing (“DTC”) share transfers.

• Currently, Automated Client Account Transfer System (“ACAT”) Transfer is NOT supported.

• The minimum threshold for shares transfer in is USD$5,000 (Mark-To-Market Value).

• Stocks with an individual share price of less than USD$5 and/or a market capitalisation of less than $300M will not be accepted.

• You cannot transfer Fractional Shares out of Stake accounts

• You may need to contact Stake to verbally authorise the release of stock

*This information was taken from the official Stake website on 06/06/2025. For the latest, or any additional information, please view the outgoing transfers page on the Stake website: https://hellostake.com/au/support/portfolio-transfers/outgoing-portfolio-transfers/26019635139993