If you are looking at gifting Shares to someone else within Stake the process is straightforward. 

You would need to fill out the following : 

1 .The Internal DriveWealth Transfer Form 

2. A signed letter of authority from the party initiating the transfer stating the following : 

  • Name and Stake Account of the Transfer

  • Name, Date of Birth and Stake Account of customer receiving the Transfer 

  • Details of the Transfer (ie : Full or Partial Transfer) and which positions will be transferred 

Send the documents through to hello@stake.com.au and DriveWealth will do the rest & you'll see your holdings & cash in your Stake account by the next trading day. 

3.) Our U.S. broker partner - DriveWealth may require additional documentation proving relationship between both parties.