Feature Overview
Gate stock accounts support transferring stocks held at external brokers in to Gate. Currently supported:
US stocks: Processed through the DTC (Depository Trust Company) clearing system
HK stocks: Processed through CCASS (Hong Kong Central Clearing and Settlement System)
Item | Details |
|---|---|
Fee | Free (Gate does not charge for incoming transfers; if the other broker charges a fee, that broker's rules apply) |
Number of shares supported | Whole shares only |
Estimated timeline | Approximately 3–15 business days, depending largely on how quickly both brokers process the request |
Transfer method | FOP |
Submit the transfer request at your outgoing broker
Submit a transfer request to the broker that holds your stocks, and be sure to provide the following correct receiving information:
Broker name: RQD Clearing LLC
Account number: Your Gate UID (viewable by tapping your avatar on the Gate app home page)
DTC number: 4305
CCASS number: B01231
Settlement counterparty contact: Settlement
Settlement counterparty email: settlement@gate.com (This email is for institutional communication only.)
Submit the incoming transfer request on Gate
Step 1: Go to the entry
Path: TradFi → More → Common Functions → Stock Transfer In
After entering, select the market type: US stocks or HK stocks.
Step 2: Fill in the outgoing broker information
Fields required:
Broker name: Required. Enter the name of the broker you are transferring from.
Account number: Required. Enter your account number with the broker you are transferring from.
DTC number / CCASS number: Required.
For US stocks, enter the DTC number
For HK stocks, enter the CCASS number
Beneficial owner name on Gate: Required. This name must exactly match the legal name registered on your account with the broker you are transferring from; otherwise, the transfer may be rejected by that broker.
All required fields must be completed before you can proceed to the next step.
Step 3: Fill in stock information
Ticker symbol: Required. Search is supported (you can search the full range of US and HK stocks currently available on the platform).
Number of shares: Required. Enter the number of shares you want to transfer in. Whole shares only.
Cost price: Optional. The cost price is used only for later P&L display and calculation and does not affect the transfer request. If you do not enter it, the cost will be calculated based on the latest price when the transfer-in is completed.
Step 4: Confirm and submit
The confirmation page shows the outgoing broker information, the beneficial owner name, and the stock information, and lets you go back to make changes.
Gate processes the transfer via FOP, and incoming transfers are free. The transfer is expected to take 3–15 business days, depending largely on how quickly both brokers process the request.
Step 5: Successful submission and email notification
After you submit successfully, your request will be processed once both brokers have verified and confirmed all submitted information.
From the application date, the transfer is expected to take 3–15 business days to complete, and the actual time depends largely on the other broker's processing speed. You will receive an update on the final transfer status by email and/or platform message.
Important Notes
Incoming transfers are free, but you must initiate the outgoing transfer at your original broker; Gate cannot do it on your behalf.
Beneficial owner name must match the legal name on the other broker's account; otherwise, the transfer may be rejected.
If the broker name, account number, or DTC/CCASS number is entered incorrectly, the request may fail or be delayed.
Whole shares only; fractional shares cannot be transferred in.
Stocks not listed on Gate may not be eligible for transfer-in. Refer to the search results on the page for details.
Submitting a request does not mean the shares will arrive instantly; both brokers and the clearing institution need time to process the transfer.
Stock transfer requests are supported on the app only
FAQ
1. Which stocks can I transfer in?
Currently, US stocks and HK stocks are supported. When initiating a transfer, you can search for supported instruments on the platform. Whole shares only; fractional shares cannot be transferred in.
2. Does it cost to transfer in? Incoming transfers are free. If the other broker charges a fee, that broker's rules apply.
3. How long does it take?
It is expected to take about 3–15 business days, depending on the processing efficiency of both brokers and the clearing institution. Actual progress will determine the final timing.
4. How can I check the request status?
Path: More → Common Functions → Stock Transfer In → Application Records. Click an application record to view the details and transfer progress.
5. Why haven't my shares arrived after I submitted the request?
After submission, the request enters the processing flow, and the transfer is not completed in real time. Check your application records first; if there is still no progress after 15 business days, contact both brokers to confirm the status.
6. Do I have to enter the cost price?
The cost price is optional and is used only as a reference for P&L display; it does not affect the transfer request. If you do not enter it, the cost will be calculated based on the latest price when the transfer-in is completed.
7. What should I enter for the beneficial owner name? What will happen if it does not match?
The beneficial owner name must exactly match the legal name registered on the other broker's account, including any middle name or spelling difference. A mismatch may cause the transfer to be rejected. If necessary, contact customer support for additional identity verification.
Disclaimer
This guide is for general information and operational reference only and does not constitute legal advice or professional recommendations. Stock transfers are subject to the rules of both brokers, clearing institution rules, and applicable regulatory requirements in relevant jurisdictions. Gate does not guarantee that all requests will succeed or be completed by a specific date. The actual processing results of both brokers prevail.
Disclaimer
The content provided herein is for reference and educational purposes only and does not constitute any financial, investment, trading, or legal advice, nor does it constitute an offer or solicitation to buy or sell any digital assets. Gate makes no express or implied representations or warranties regarding the accuracy, completeness, or timeliness of the information contained herein. Product features, interfaces, rules, and fee structures may be updated or adjusted at any time. Please refer to the latest announcements and the actual information displayed on the Gate platform for the most accurate details.
Digital asset investments involve significant risk, and prices may fluctuate substantially. You may lose the entire amount of your investment. Please make decisions cautiously based on your own financial situation and risk tolerance after fully understanding the associated risks. If necessary, you are advised to consult an independent professional financial or legal advisor.
For more information about potential risks, please refer to Gate's Risk Disclosure and User Agreement.
