如何从华盛证券转仓到长桥证券？

The process of transferring stocks from Valuable Capital Limited to Longbridge mainly involves two steps: submitting a transfer-in request to Longbridge and submitting a transfer-out request to Valuable Capital Limited. Below are the detailed descriptions for these two steps.

1. Submitting a transfer-in request to Longbridge

Step 1. Go to the Longbridge App > Portfolio > Transfer to submit a transfer-in application. If you have already deposited funds, select Portfolio > More > Share Transfer-In.

Step 2. Fill in stock transfer details.

(1) Fill in the information of the transfer-out broker and your account information at that broker, then click Next.

(2) Enter the details of the stocks to be transferred into Longbridge. After confirming the details are correct, click Next.

Please note: Longbridge now supports entering the cost price per share (optional).

• If not entered: The cost price per share will be calculated based on the closing price on the day the transfer is completed.
• If you need to enter: Please enter the cost price you actually want to display. After the transfer is completed, profits and losses will be calculated based on the cost price you entered.
• The cost price cannot be modified once it is entered. If you have any questions, please contact customer service.

Step 3. Confirm the information and submit the application. Check the information such as the transfer-out broker, stock code, and number of shares, and submit the application if correct. If there are any errors or omissions, please go back to modify.

2. Submitting a transfer-out request to Valuable Capital Limited

Step 1. Application entry. Operation path: My > More > Transfer stocks out.

Step 2. Choose the market corresponding to your transfer-out stock and fill in the transfer information (the example below shows the Hong Kong stock transfer process).

Select transfer out Hong Kong stocks, choose Other transfer-in broker as the receiving broker, enter Longbridge information, and click Next after confirmation.

Longbridge information (US stocks):

Longbridge information (Hong Kong stocks):

Notes: The information used for Hong Kong stock transfer-in differs from that for US stock transfer-in. When transferring US stocks, please use the information for US stocks.

Step 3. Fill in the transfer-out stock code and number of shares. Click Next to enter the information confirmation page. Review all details and click Next. If there are any errors or omissions, please go back to modify.

Notes:

1. Stock transfers between different brokers are limited to transfers between accounts under the same name.
2. Fees for stock transfer: Longbridge does not charge any fees. Fees may be charged by the broker who transfers the stock out.
3. Time required for stock transfer: The processing time depends on the other broker. Once the other broker transfers the stocks out, Longbridge will deposit them into your account within 1–2 working days.

Disclosures

This article is for reference only. The required confirmation information shall be subject to the actual display. The information in the guide above is for illustrative purposes only.

This article does not constitute any investment advice.