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How to transfer US brokerage account assets to Moomoo Financial Inc.

Please refer to the instructions corresponding to the outside brokerage firm

1. Transfer from Robinhood, Webull or TD Ameritrade

2. Transfer from other outside brokerage firms


1. Transfer from Robinhood, Webull or TD Ameritrade

1.1 Log in to moomoo

In the moomoo app, tap "Trade > US Margin Account > All > Transfer Stock In > US Stocks".

1.2 Enter the information on the outside brokerage firm and your account with it

a) Select the outside brokerage firm:

If you transfer your account assets from Robinhood, Webull, or TD Ameritrade to Moomoo Financial Inc., select the corresponding firm.

b) Enter your account number:

Enter the number of your account with the outside brokerage firm.

1.3 Enter transfer details

Enter transfer details by following the onscreen instructions, and tap Next after confirming they are correct.

1.4 Confirm the details and submit the request

Review the details of the outside brokerage firm, stock symbol, and number of shares, and submit the request after confirming that they are correct. If you enter the wrong information or omit certain information, you can return and edit it.

Notes:

● Assets can only be transferred between accounts under the same name.

● Fees: Moomoo Financial Inc. does not charge any fees for transfers, but the outside brokerage firm may.

● Processing Time: It is expected to take 5-7 business days. Once the outside brokerage firm transfers your assets out, it will take 1-2 business days for Moomoo Financial Inc. to add them to your account.

● The above details to be confirmed are for information only.


2. Transfer from other outside brokerage firms

2.1 Log in to moomoo

In the moomoo app, tap "Trade > US Margin Account > All > Transfer Stock In > US Stocks".

2.2 Enter the information on the outside brokerage firm and your account with it

a) Select the outside brokerage firm:

Select the brokerage firm from whom you want to transfer your assets. If you can't find it in the list, tap “View Others” and enter its name manually.

b) Enter your account number:

Enter the number of your account with the outside brokerage firm.

2.3 Enter transfer details

Enter transfer details by following the onscreen instructions, and tap Next after confirming they are correct.

2.4 Confirm the details and submit the request

Review the details of the outside brokerage firm, stock symbol, and number of shares, and submit the request after confirming that they are correct. If you enter the wrong information or omit certain information, you can return and edit it.

2.5 Submit a transfer-out request to the outside brokerage firm

a) Please contact the outside brokerage firm for their transfer-out requirements, and submit a transfer-out request according to the requirements.

b) For details of Moomoo Financial Inc. which are required to transfer your account assets out, please click here.

After completing the above procedures, please stay tuned. Staff at both brokerage firms will follow up on your transfer requests.



Notes:

● Assets can only be transferred between accounts under the same name.

● Fees: Moomoo Financial Inc. does not charge any fees for transfers, but the outside brokerage firm may.

● Processing Time: It is expected to take 3-15 business days. Once the outside brokerage firm transfers your assets out, it will take 1-2 business days for Moomoo Financial Inc. to add them to your account.

● The above details to be confirmed are for information only.

This presentation is for informational and educational use only and is not a recommendation or endorsement of any particular investment or investment strategy. Investment information provided in this content is general in nature, strictly for illustrative purposes, and may not be appropriate for all investors.  It is provided without respect to individual investors’ financial sophistication, financial situation, investment objectives, investing time horizon, or risk tolerance. You should consider the appropriateness of this information having regard to your relevant personal circumstances before making any investment decisions. Past investment performance does not indicate or guarantee future success. Returns will vary, and all investments carry risks, including loss of principal. Moomoo is a financial information and trading app offered by Moomoo Technologies Inc. In the U.S., investment products and services available through the moomoo app are offered by Moomoo Financial Inc., a broker-dealer registered with the U.S. Securities and Exchange Commission (SEC)  and a member of Financial Industry Regulatory Authority (FINRA)/Securities Investor Protection Corporation (SIPC).