Three simple steps to transfer stock into SoFi Hong Kong
- Simply fill in the Stock Instruction Form in SoFi Hong Kong App. You can find it under the “Transfer Stocks to SoFi” tab on [Settings] and [Balance] page.
- Inform the firm currently holding your stocks (the counterparty) your transfer-out instruction.
- Wait 3-5 business days (subject to the counterparty’s processing time) for your instruction to complete.
Important points to note:
- It is important that your account name with the counterparty matches your account name at SoFi Hong Kong.
- SoFi Hong Kong does not accept transfer of delisted and suspended stocks, Over-the-Counter (OTC), and Depository Trust Company (DTC) ineligible stocks.
- Upon completion, your stocks will be reflected on the [Portfolio] page of the SoFi Hong Kong app and account statements accordingly.
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