How to Transfer Your US Portfolio from Vested to Paasa

Transferring your US portfolio from Vested to Paasa is a fully digital, safe, and secure process that typically takes 4 to 8 business days.

Before You Begin

Ensure you have at least $65 in your Vested Wallet to cover the transfer-out fee.
DriveWealth (Vested’s brokerage partner) charges this fee. Paasa does not charge anything for incoming transfers.
Disable the “Securities Lending Income Program” in the Vested mobile app.
You can find this option under:
```
Profile & Settings → US Stocks → Securities Lending Income Program
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Once that’s done, follow these steps:

Step 1: Download your “Transaction History Report”

In the Vested mobile app, go to:

Profile & Settings → US Stocks → Transactions

On the Transactions page, tap the download icon and select PDF to save your report.

Step 2: Download your latest “Account Statement”

Select your most recent statement and download it.

Profile & Settings → US Stocks → Account Statement

Step 3: Submit both documents to Paasa

Upload both files using Paasa’s secure submission form.

That’s all you need to do.

Paasa will route your transfer request to DriveWealth (Vested’s brokerage partner).

Once approved:

Your assets are delivered electronically.
Paasa will notify you upon completion.
Your holdings will appear in your Paasa dashboard.

This process usually takes 4–5 business days.

Frequently Asked Questions

What are the transfer fees?

DriveWealth (Vested’s brokerage partner) charges a $65 transfer-out fee. Paasa does not charge anything for incoming transfers.

What can be transferred?

US-listed common stocks
US-listed ETFs
US-listed bonds
USD cash balances

What cannot be transferred?

Fractional shares
Unsettled trades or active orders
Cryptocurrencies or non-US assets
Illiquid penny stocks or over-the-counter securities

Will my cost basis be preserved?

Yes, this transfer process preserves original acquisition price and date.

What are the common reasons for transfer request cancellation?

Name or DOB or address mismatch
Unsettled trades (Wait for recent trades to settle before initiating transfer)
Fractional shares rejected (These are not transferable. You must liquidate them.)

Disclaimer

This blog is for informational purposes only and does not constitute investment, legal, or tax advice. Paasa does not control DriveWealth’s processing timelines or fees. Transfer eligibility, timelines, and costs are subject to change based on the policies of the underlying brokers and the ACATS system. Customers are responsible for verifying all account details and tax implications before initiating a transfer.