How do I transfer shares into my account?

If you hold shares with another brokerage, you can initiate a share transfer into your Longbridge account. Please proceed with the following instructions to transfer your shares to Longbridge.

Step 1. Submit a stock transfer (reception) application.

1.1 Go to the Longbridge App > Portfolio > Transfer to submit a transfer-in application.

If you have already made a deposit, please select Portfolio > More > Share Transfer-In.

1.2 Select the name of the corresponding delivering broker, fill in the broker information, and fill in the code and quantity of the stock to be transferred in. (We currently support the transfer-in of HK and US stocks.)

Please confirm again the transferor and stock information and tap on Confirm and Submit to get the e-mail instruction sample, which will be sent to your e-mail address registered at Longbridge.

Note: The insertion of the cost price is optional. If it is not filled in, the cost price per share will be calculated based on the closing price on the day when the transfer is completed; if it is filled in, after the transfer-in is completed, the P/L will be calculated based on the cost price provided. The cost price cannot be changed once filled in. If you have any questions, please contact the customer service.

Step 2. Submit the stock transfer (delivery) request to counter broker.

2.1 Take BOCI transfer-out as an example: After the information submitted on the Longbridge App is confirmed, the corresponding transfer request instructions will be sent to your registered e-mail address. Please follow the instructions in the e-mail.

2.2 Follow the transfer instructions: Download, print, and sign the attachment (transfer application form). Finally, submit the transfer-out request to BOCI by e-mail with the signed application form.

2.3 Wait patiently for the email confirmation from BOCI.

Reminders:

1. After completing the above steps, your request will be confirmed by both parties.

2. Under normal circumstances, the transfer can be completed within 3-5 working days.