Get up to 1.5% Cashback on asset transfers to Vested
  • Flat 1% guaranteed cashback
  • Community milestone bonus: Extra 0.5% cashback at $25M
  • Assets held in ESOPs, RSUs or US brokerage accounts
Register for Asset Transfer
Overview
To help you consolidate and manage your global holdings more efficiently, we are offering flat 1% cashback on qualifying US asset transfers to your Global Investing account on Vested.
Transfers between $10,000 to $500,000 are eligible for cashback rewards.
But wait, there is more.
If participating investors collectively cross $25M in transfers, everyone will receive an additional 0.5% cashback - taking the total reward to 1.5%.
This limited-time offer is designed to help you make the most of your ESOP/RSUs and US portfolios by bringing them together on a single platform built exclusively for Indians to create robust and diversified global portfolios.
What type of assets can be transferred?
1
US-listed ESOP/RSUs in platforms like E*Trade, Charles Schwab, Morgan Stanley, Fidelity, etc.
Applicable if you work in US-listed companies and hold RSUs.
2
US Stock Portfolios with any India-based or US-based broker like IBKR, Alpaca Securities, etc.
How it works
With Vested's asset transfer module, the process to transfer your holdings to Vested is fully digital & seamless.
01
Flat 1% cashback on eligible transfers between $10,000 to $500,000 USD
02
An additional 0.5% if the community crosses $25M in total transfers
03
Receive cashback in 18 equal monthly credits
04
Transfer direct shares without selling or USD-proceeds
05
Keep all your global holdings in one unified dashboard

Few important points to note:
  1. For in-kind transfers, 1% of the market value of transferred securities as of settlement date on Vested will be considered.
  1. Cashback will be transferred in 18 equal monthly installments. Partial or full withdrawal of the transferred portfolio value will lead to discontinuation of any pending cashback installments.
  1. Portfolio transfers between $10,000 to $500,000 USD will be eligible.
  1. This limited-time campaign starts on 24th Jan'26 and ends on 23rd Apr'26.
  1. Investors can initiate any number of transfers during the offer period. The total cashback will be calculated based on the aggregated value of all eligible transfers made per account.
How to get started
To apply for cashback and become eligible:
Apply for an asset transfer
Submit your details. Our team will verify your broker and asset eligibility and confirm once approved.
Initiate your transfer
After approval, initiate your transfer:
Log in to Vested > Go to 'Transfers' > Click on 'Transfer from another broker' or 'ESOP/RSU Transfer' > Select your broker > Follow the on-screen instructions to initiate the transfer.
For more details visit our detailed blog on : How to Transfer US Stocks & ETFs to Vested Easily 2026
Sit back & relax!
We will notify you once your assets are transferred to Vested. We might get in touch if we need additional assistance.
Transfers will be processed on first-come-first-serve basis, so don't wait!
Withdrawals
Understanding the withdrawal terms is crucial to ensure you continue to receive your cashback rewards. Please review the following conditions:
Maintain Transferred Value
You must maintain at least the total transferred value in your Global Investing – US Stocks account for the entire 18-month period to remain eligible for cashback.
Impact of Withdrawals
Should you withdraw any portion of the transferred amount within these 18 months, all future cashback instalments will be discontinued.
Portfolio Value Threshold
Your end-of-month portfolio value must stay at or above the original transferred value. If it falls below this (excluding market movements) and is not topped up, cashback eligibility may cease.
Why consolidate your holdings on Vested
Built for Global Investing
At Vested, global investing is all we do. Unlike other brokers, Vested is built by Indians, keeping in mind the needs of Indians.
Diversify ESOP/RSUs
Your RSUs are often concentrated in a single stock. Diversify across 10,000+ US Stocks & ETFs, Managed Portfolios, Global Funds and Private Markets from a single platform.
One Dashboard. Total Clarity.
Track, trade & manage all your global holdings from a single platform.
Simpler Tax Season
Dedicated tax module with statements, reports, and tax documents as per Indian regulations.
Trusted by India's Leading Financial Institutions
We power global investing for HDFC Securities, Axis Securities, Angel One, Bajaj Finance and more.
Human support, whenever you need it
Talk to real people over chat, WhatsApp, or phone whenever you need help.
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Terms & Conditions:

1. Offer Period

The campaign is valid from 24th January 2026 to 23rd April 2026, both dates inclusive. 2. Eligibility Criteria To participate in this campaign, you must: Apply via the official form on this page. Transfer eligible assets into your Vested account during the offer period. Only direct Vested customers are eligible. Customers investing through partners are not eligible. Be an Indian tax resident (as per platform eligibility rules). Eligible Asset Types Foreign ESOP/RSU holdings in brokerage platforms such as E-Trade, Charles Schwab, Morgan Stanley, Fidelity, etc. Existing US stock/ETF portfolios held with any India-based or US-based brokers Ineligible Transfers Direct cash deposits or withdrawals from bank accounts Internal transfers between Vested products/accounts Assets already held in Vested prior to the campaign 3. Transfer Requirements Minimum eligible transfer value: USD 10,000 Maximum eligible transfer value: USD 500,000 You may make multiple transfers, and all eligible transfers during the offer period will be aggregated to determine your final qualifying amount. All transfers must be initiated and fully completed within the offer period, and the assets must reflect in your Vested – US Stocks account to qualify. 4. Cashback Details 4.1 Base Cashback (1%) You will receive flat 1% cashback on your total eligible transferred value. Minimum cashback: USD 100 Maximum cashback: USD 5,000 4.2 Milestone Bonus Cashback (+0.5%) If total transfers by all participating customers collectively reach USD 25 million, all eligible users will receive an additional 0.5% cashback, applied retroactively. Your final cashback may therefore be 1.5%. 5. Cashback Payout Structure Cashback (1% or 1.5%) will be paid in 18 equal monthly instalments. Your first instalment will be credited within 30 days after: Your transfer is fully completed, and Your total eligible transferred value is verified by our team Cashback will be credited in USD directly to your Vested buying power. 6. Asset Maintenance Requirement (Mandatory) To continue receiving monthly cashback instalments, you must: Maintain at least the total transferred value (the qualifying campaign amount) for 18 months from the date of eligibility confirmation. Not withdraw any portion of the transferred assets (full or partial) during the 18 month period. Non-Compliance Any breach—including withdrawals, insufficient value, or transfer-out—may result in: Immediate discontinuation of all future cashback installments, and Ineligibility for remaining payouts Vested's decision on eligibility and compliance will be final. 7. Valuation Method For in-kind transfers: The value of shares/ETFs will be determined based on the market price at the time the assets are received in your Vested account. 8. Additional Conditions This offer applies only to transfers completed during the offer period. This promotion cannot be combined with any other Vested offer, cashback, or incentive programme. Vested reserves the right to modify, extend, or withdraw the offer at its discretion. All disputes will be handled in accordance with platform policies and applicable regulations. 9. Additional Disclosures: Programme Sponsor: This Programme is offered by VF Securities, Inc., a registered broker-dealer and member of FINRA and SIPC. Taxes: Any bonus awarded may be considered taxable income. Participants are solely responsible for reporting and paying all applicable taxes. Programme Modifications: VF Securities, Inc. reserves the right to modify, suspend, or terminate the Programme at any time, in its sole discretion, without prior notice. Changes will be communicated as required by law or as otherwise appropriate. Regulatory Compliance: The Programme is designed to comply with applicable FINRA rules, SEC rules, and other applicable laws. Any participation must be consistent with the customer's obligations under these rules and regulations.

Frequently Asked Questions
1. Can I participate more than once?
Yes. You may initiate multiple transfers. All eligible transfers during the offer period will be aggregated to calculate your final qualifying amount.
2. How long does it take to transfer my portfolio assets from another broker?
Transfer timelines depend on your current broker. Most transfers take 3–10 days, but some may take longer based on the broker's internal process.
3. When will I receive my cashback?
Your cashback (1% or 1.5%) will be paid in 18 equal monthly credits.
  • Payouts will occur during the last week of every month,
  • Starting April 2026,
  • And continuing until October 2027,
  • As long as you maintain the required transferred value
4. Will I stop receiving cashback if I withdraw?
You must maintain at least your total transferred value for the entire 18-month period. If your portfolio grows and you wish to withdraw only the profits, you may do so as long as your end-of-month portfolio value stays at or above your original transferred value.
5. What type of assets are eligible?
Eligible assets include:
  • Foreign ESOPs/RSUs transferred as shares or USD proceeds
  • US Stocks and ETFs held with any global or Indian brokerage
Ineligible:
  • Cash deposits
  • Internal transfers between Vested accounts
  • Transfers via partner platforms
  • Assets already held in your Vested – US Stocks account
6. Is transferring ESOP/RSUs legal?
Yes. It is legal to transfer and manage ESOP/RSU holdings with Vested. You can check more details on our dedicated blog on ESOP/RSU holdings.
Once transferred, you can hold, sell, or reinvest these assets through your US Stocks account.
7. How is the cashback amount calculated?
Cashback is calculated as:
  • 1% of your total eligible transferred value
  • +0.5% extra if the $25M milestone is achieved
For in-kind share transfers, the valuation is based on the market price at the time the assets are received in your Vested account and for cash it will be the amount that was received in your Vested Account.
8. Do transfers between Vested products qualify?
No. Internal transfers between Vested accounts or products do not qualify for this campaign.
9. Are there any fees involved?
Vested does not charge any fees for receiving transferred assets. Your current brokerage may charge outbound transfer fees. You can check with your broker for outgoing Share transfer fee.
10. Will I have to pay taxes when I transfer my assets?
No. Transferring your assets does not attract any tax. Taxes are applicable only if you sell your shares.
11. How can I track my cashback?
Your monthly cashback will appear as a cash credit in USD in your Vested account under transaction history.
12. Who can I contact for help?
Our support team is always available. Write to help@vestedfinance.co or connect with us on WhatsApp, and we'll assist you through every step of the transfer.
Ready to get started?
Join 3,50,000+ investors who have already gone global with Vested. This is a limited-time offer and on first-come-first-serve basis.
Offer valid from 24th January 2026 to 23rd April 2026. Terms and conditions apply.