Transfer US stock positions to Moomoo MY

1. Transfer from IBKR & Webull

Please go to the website or APP to download your latest account statement in PDF format.

1.1 Start the transfer process in the moomoo App

Go to: Accounts > Transfers > Transfer Stock In > US Market

1.2 Enter the broker’s information and your account details

1. Select the broker from which you want to transfer your US stocks.

2. Enter your account number with the broker.

3. Upload your account statement with the broker.

Please provide your latest account statement in PDF format. The statement must include your address, full name, and share quantity.

1.3 Enter the transfer details, confirm and submit the request

1.3.1 Initiate a Full Transfer or Partial Transfer

a）For a full transfer, you don't have to provide the asset details.

b）For a partial transfer, you must provide details about the stocks, options, or cash you'd like to transfer to Moomoo MY.

1.4 Confirm and submit the request

a）For a full transfer, please check the information of the other broker you are transferring from.

b）For a partial transfer, please check the Broker, Share Quantity, and Symbol fields.

Notes:

● Name: You can only transfer stocks between brokerage accounts under your name.

● Transfer Fees: Moomoo MY does not charge any fees for incoming transfers. However, the other broker may charge a fee for this service.

● Processing Time: Usually 5 to 7 business days. Once the transfer is received by Moomoo MY, it may take 1 to 2 business days to appear in your Moomoo MY universal account.

● Transfer Details: The above screenshots are for illustration purposes only, and the transfer details that require your confirmation may differ from what is shown here.

2. Transfer from other brokers

2.1 Start the transfer process in the moomoo App

Go to: Accounts > Transfers > Transfer Stock In > US Market

2.2 Enter the broker’s information and your account details

1. Select the broker from which you want to transfer your US stocks.

2. If the broker you want to transfer from is not included in the list, select Other Broker and enter the Broker Name.

3. Enter your account number with the broker.

2.3 Enter the transfer details, confirm and submit

1. Enter the required details into the App.

2. Check the Broker, Share Quantity, and Symbol fields.

3. Tap Confirm to continue.

2.4 Contact the other broker to request a transfer out

1. Submit a transfer out request to the other broker.

2. Share Moomoo MY’s transfer details with the other broker.

3. Click here for the transfer details.

The transfer will start once Moomoo MY and the other broker have the required details.

Notes:

● Name: You can only transfer stocks between brokerage accounts under your name.

● Transfer Fees: Moomoo MY does not charge any fees for incoming transfers. However, the other broker may charge a fee for this service.

● Processing Time: Usually 3 to 15 business days. Once the transfer is received by Moomoo MY, it may take 1 to 2 business days to appear in Moomoo MY universal account.

● Transfer Details: The above screenshots are for illustration purposes only, and the transfer details that require your confirmation may differ from what is shown here.