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Vested Beneficiary Fund Transfer Instructions
Vested Beneficiary Fund Transfer Instructions
Note: Receiver Account Number mentioned here is unique to you. Please do not share with others.
Step 9: An OTP will be sent to your mobile number. Enter the OTP and select “Submit”.
Step 10: You will land on this page after adding beneficiary. Select “Transfer Money”.
Step 11: Select your personal bank account.
(Note: Your name on the bank account should be an exact match with your Vested account.
Please contact us at help@vestedfinance.co if the information does not match.)
Step 12: Select “ DW Broker... ” as the receiver.
Step 13: Select “Indian Portfolio investment abroad-in equity shares” for “Purpose of
Remittance under LRS”.
Step 14: Enter your DriveWealth account number: VSWH000047
VZXC111222
Note: This is dynamically added to this PDF, alternatively you can also find it under the profile
section in your app as Drivewealth ID
Step 15: Enter the company name of choice (company must be publicly traded in US)
and the number of shares you wish to acquire.
Step 16: Fill in the rest of the details.