How to transfer US Shares from Selfwealth to Webull

1. Confirm details with Selfwealth prior to initiating the transfer at support@selfwealth.com.au

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

• You should also ask if DTC transfers out are supported

• Webull does not charge any additional transfer fees

2. Prepare the following information:

• A copy of your photo ID.

• Your most recent Selfwealth 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 Selfwealth’s Requirements

• Selfwealth may require you to fill out an outgoing share transfer form or confirm your identity.

• Contact them directly to ensure they can verify your positions and approve the outgoing share transfer at support@selfwealth.com.au or by using their live chat feature on their website

You may need to provide the following information to Selfwealth:

• 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 Selfwealth accounts

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

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