Yes, you can transfer the assets you have in Vest to other brokers. To do this, simply follow these steps:
Contact your new broker and inform them that you have assets in Vest and want to transfer them.
Ask if the new broker accepts transfers via ACATS.
The new broker will send you a form to complete in order to start the transfer process.
After submitting the completed form to the new broker, they will contact Vest to complete the transfer process.
Note: DriveWealth, a U.S.-based broker and our partner that facilitates the custody of our clients' investment accounts, charges US $65 per account transfer. Therefore, you must leave a balance of US $65 available in your Vest account to cover this fee.
Important
Fractional Shares: Vest does not allow the transfer of fractional shares. If you have these types of assets in your portfolio, you will need to either complete the positions (buy the full share) or sell them before starting the ACAT process.