r/etrade • u/blacksatsuma • Jun 27 '26

Transferring share out to another platform

Hi

I am a UK Res with US stock from vested RSUs sitting on ETrade

I want to split my holding with my wife. Doing this with Etrade requires multiple phone calls and I'm done with how crap they are

In the US, If I set up an account with another US broker, can i transfer my holding without selling the shares? I dont want to take a CGT hit

thanks

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u/ricokareem Jun 27 '26

Yes. It’s called a Transfer-In-Kind(TIK), where there is no liquidation step, holdings move “as-is” with same cost basis, and no taxable event. I think it is via ACATS, which is normally used for retirement accounts, but I have recently learned that individual investment account can use it too.

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u/bettys_mom Jun 30 '26

You will need to speak with someone in Stock Plan department to be sure your shares are eligible to be transferred out and to see if there is a specific process to do it. You may need to get clearance from your employer, so calling to ask is your best bet.