How To Transfer From Stash To Webull 2024

In this article, we will cover the necessary steps to transfer your stocks from Stash to Webull.

Webull does not support account transfers below $500 due to high transfer costs.

In addition, Webull supports individual cash and margin accounts, traditional IRAs, Roth IRAs, and Rollover IRAs only.

Check out my video on how to transfer your brokerage account below, let's dive in!

Transferring Assets From Stash To Webull

Both Webull and Stash support the ACATs transfer service (Automated Customer Account Transfer Service).

However, Stash charges a $75 fee for transferring accounts out. If you don't have this amount in your Stash account when you initiate the transfer, it will automatically cancel.

Any crypto balances held within Stash will be sold off and the cash balance will transfer to Webull.

Brokers Eligible For Transfer

You can transfer stocks from various brokers, including but not limited to:

• Stash
• Robinhood
• Fidelity
• Charles Schwab
• TD Ameritrade
• Scottrade
• E*TRADE
• Interactive Brokers
• Merrill Lynch
• Vanguard
• Firstrade
• SogoTrade

If your brokerage is not listed, you can check its eligibility for ACATS transfers by searching within the Webull app.

Navigate to the Webull Logo > Transfers > Transfer Stocks into Webull.

Here, you can search for your brokerage by name or DTC number.

Learn More: Robinhood Retirement 3% Match

Robinhood is a popular "all-in-one" investing app.

While they are most well-known for their commission free stock trading, they've recently shaken up the Retirement Investing World too.

Introducing Robinhood Retirement; home of the biggest IRA match on the market.

Here's what you need to know:

• Robinhood offers 2 types of retirement accounts - the Roth IRA and Traditional IRA
• All Robinhood investors will get a 1% Match on what they Contribute or Transfer
• Robinhood Gold members will get a 3% Match - the biggest on the market

And don't worry, this comes with a Portfolio Builder Tool. You don't have to construct your investment portfolio from scratch if you don't want to.

Lastly, you'll even get a free stock worth up to $200 when you open a new Robinhood account using our link.

Best Free Stock Promotions

Brokerage	Promotion	Link
	1 Free Fractional Share Worth Up To $200	Learn More
	Earn Up To 40 Free Fractional Shares	Learn More
	5 Free Stocks When You Deposit $100+	Learn More
	$20 Bonus When You Invest $5+	Learn More

1. Open A New Webull Account

If you already have a Webull account, then you can skip this step.

Use our Webull download button below to get free stocks!

The whole process can be completed in just a few minutes from your phone. Once you complete the application, your new account will be ready immediately.

New to Webull? Check out my full tutorial below!

2. Locate Your Stash Account Number

Finding your Stash Invest Account number is a straightforward process.

Follow these steps:

1. Login to the Stash App: Open the Stash app on your mobile device and log in using your credentials.
2. Navigate to Your Profile: Once logged in, locate and select your initials (for iOS users) or the hamburger icon (for Android users). These options are typically found in the upper-left corner of the screen.
3. Access Statements and Documents: From the dropdown menu, choose "Statement and Documents" to proceed.
4. Choose Portfolio Statement or Trade Confirmation: Within the Statements and Documents section, select either "Portfolio Statement" or "Trade Confirmation," depending on your preference or the information you seek.
5. Locate Your Account Number: Once you've selected the appropriate document type, you'll find your Stash account number conveniently located in the upper-left corner of the statement.

3. Initiate The Transfer To Webull

Once you have gathered the required information from Stash, it's time to move on to Webull.

Webull will not perform the transfer unless the account type and name on the account is identical to the newly created Webull account.

Here are the steps to initiate the transfer:

1. Navigate to the account page by tapping on the Webull icon in the middle of the bottom navigation menu
2. Tap on "Transfers" which you can find along the top of the screen
3. Tap on "Transfer Stocks into Webull"
4. Click on "Transfer Assets into Webull"
5. Choose the broker to transfer from, which is Stash
6. Review the information and acknowledge that you confirmed the requirements
7. Tap "Continue"
8. Enter in your Stash Account number
9. Indicate whether you want to complete a full or partial transfer
10. Click on the “Submit Stock Transfer Request” button

A transfer into Webull is estimated to take 5 to 7 business days to come to completion.