Yes, you can! There are two ways to transfer shares - ACATS and DTC. The method depends on your broker therefore only one would be relevant to you.


1.) ACATS - 


ACATS is the Automated Customer Account Transfer Service which is provided by the National Securities Clearing Corporation (NSCC) in the US. 


To get your shares transferred to Stake and your broker is listed below. Follow the steps below.


Broker

Form

CommSec

Commsec Form

Interactive Brokers 

Interactive Brokers Form

Phillip Capital Limited 

Phillip Capital Form


  1. Find your broker and download the attached pre-populated form

  2. Fill in form with your details including your Stake Account Number. 

  3. Provide your current account statement, the holdings you wish to transfer and cost price of each share.

  1. Return all 4 pieces to hello@hellostake.com

We will pick up the process from here. There is no cost to transfer your shares into Stake via the ACATS.



2.) DWAC/DRS


DWAC/DRS Share Transfers, provided by the Depository Trust & Clearing Corporation (DTCC) serve as the clearinghouse for over 50 exchanges and equity platforms.  

To get your shares transferred to Stake and your broker is listed below. Follow the steps below. 


Broker

IG Markets

Macquarie Equities

ANZ Share Trading

NAB (Wealthhub Securities)



To get your transfer underway, 

  1. Provide us with the Current broker, account name and account number.

  2. Provide current account statement, holdings you wish to transfer and cost price of each share.

  1. Fill out the attached letter of authorisation

  2. Send the forms to your existing broker, CC'ing support@hellostake.com


DWAC/DRS transfers incur a $15USD fee per holding. Your account will need to be funded with this prior to the transfer. 


How long does it take?


Shares transfers take from 4-6 weeks but we endeavour to complete in 2-3 weeks.


Help! My broker is not listed here


If your broker is not listed and you're not sure whether the transfer is an ACATS or DRS transfer. Ask your broker what system they support and feel free to send an email to support@ hellostake.com - we'd be happy to provide our own expertise.