Annoyed by the limitations on your ESOP or RSU account? Tired of maintaining multiple ESOP/RSU accounts long after you’ve left your previous employers? Don’t want to limit yourself to holding just the one stock of your employer?

Move to Stockal today. And bring your holdings with you. 

Stockal now enables you to seamlessly, and digitally transfer your stocks, funds and other holdings from another US brokerage account to your Stockal account.

Enjoy:

1. Seamless, digital, and automated transfer without any physical paperwork.
2. Go beyond just the stock of your employer. Sell your vested stocks to invest in other US companies.
3. Consolidate multiple former ESOP/RSU accounts into a single Stockal account.

Steps:

1. Login to your Stockal Account here (link) to access the Account Transfer page

2. Enter the Brokerage Account Number of the source account 

3. Choose your existing Broker from the provided list

4. Enter the positions and cash that you wish to transfer to your Stockal account or simply select Full transfer

5. Click on “Confirm Transfer”

Reach out to our Customer Success team at customersuccess@stockal.com if you have any queries related to initiating the transfer.

Happy Investing!