Transferring Hong Kong securities/accounts to Moomoo Financial is easy through our mobile app. Follow the steps below to complete your transfer.
In the Moomoo app, click Accounts -> Transfers-> Scroll Down to the Stock section -> HK Stocks -> Select Account for Transfer
The first step is selecting your brokerage firm. There are many common brokerage firms listed in the "Select Brokerage Firm". If your brokerage firm is not listed, scroll down and click "Enter other broker" at the bottom of the page.
Next, you must put in the information about your brokerage account/firm. For commonly listed brokerage firms, simply type in the account number at the corresponding firm. For other brokerage firms, type in the name of the brokerage firm, account number, CCASS number, and contact information.
Follow the on-screen instructions to indicate the shares, options, or other supported securities you plan to bring over. For common brokerage firms, you may select a full transfer or a partial transfer.
Make sure to double check the details on the transfer. Incorrect information could cause a delay in processing. You can edit the information at any time via by pressing "Transfer-In History" at the bottom of the US stocks and HK stocks page.
You must contact the outside brokerage firm for to get their transfer-out requirements and then submit the required documentation to the outside brokerage firm. For the details needed to complete the transfer out requirements, click here. After completing this, please await further confirmation or follow-up from both brokerage firms.
Keep In Mind:
● Both accounts must have matching legal names.
● Moomoo Financial Inc. does not charge fees for transfers, but the outside firm may.
● Once the outside firm transfers your stocks out, it will take 3-15 business days for the assets to be added to your account.
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).
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