Crypto.com has integrated with Plaid to enable users to transfer investments from other platforms without selling assets and incurring taxes, as per the reports shared with Finbold on August 5.
Getting your 3% stocks transfer bonus has never been easier! 💰
— Crypto.com (@cryptocom) August 5, 2025
You can now use @Plaid to seamlessly transfer securities from other brokerages into the https://t.co/vCNztATkNg App
Trade 9000+ stocks and ETFs with the Stocks feature. Get started now: https://t.co/isnbRrLNbl… pic.twitter.com/hzz3THriB1
The service uses Plaid’s Investments Move product, which automates brokerage account transfers and can reduce transfer submission time to under one minute.
Investments Move, launched by Plaid in October 2024, streamlines data collection for the Automated Account Clearing and Transfer Service (ACATS), the standard method for moving U.S. investments without converting to cash. The technology removes manual input requirements and minimizes errors that often lead to failed transfers.
“Investments Move is another example of how open finance is making it easier for people to manage their money,” added Brian Dammeir, Head of Payments and Financial Management at Plaid. “Manual ACATs processes are prone to errors that cause frustrating rejections for consumers. By powering Crypto.com’s transfer flow, we’re helping millions of investors move assets seamlessly and freeing up their teams to focus on growth, not ticket-driven support.”
Service features
“We are thrilled to partner with Plaid to make it easier for our customers to transfer their brokerage accounts and assets from other platforms to ours,” noted Travis McGhee, Managing Director, Global Head of Capital Markets at Crypto.com. “Enhancing the customer experience with innovative products and partnerships are critical to our overall growth, and utilizing Investments Move is just another step in creating a best in-class platform.”
Users no longer need to download brokerage statements or manually input information into forms. Instead, the system automatically collects required information to move investments between accounts without selling securities and triggering tax obligations.
The service works for new brokerage account setups or IRA transfers. What’s more, participating users can earn up to a 3% stock transfer bonus.
The offer is currently available to Crypto.com users throughout the United States.
Featured image via Shutterstock.
