ASX Portfolio Transfers
Transfer your ASX portfolio over $1,000 to Stake. It’s fast, free and you get $3 off brokerage on your Stake AUS account for 12 months.
Who said portfolio transfers had to be hard, painful and time-consuming? Not us!
Thanks to our patent-pending, industry-leading portfolio transfer method, you can now transfer your ASX portfolios within minutes, without paperwork, completely within the Stake app.
Plus transfer your ASX portfolio over A$1,000 and you’ll get $3 off brokerage on your Stake AUS account for 12 months.
Portfolio transfers are fast
Initiating transfers takes minutes and we’ve seen full portfolios arrive at Stake from other platforms in under an hour. That’s quick.
Portfolio transfers are easy
Our patent-pending process is fully paperless, done completely inside Stake. It couldn’t be easier.
Portfolio transfers are free
We don’t charge you anything to transfer your ASX portfolio in. Check where your existing account is held if they charge fees for outgoing transfers.
Portfolio transfers unlock rewards
Get rewarded when you transfer your portfolio over A$1,000 to Stake with $3 off brokerage on your Stake AUS account for 12 months.
Once your transfer is initiated our team of specialists will follow up with your outgoing platform. You’ll be notified when your portfolio has been successfully transferred to your Stake account and your $3 brokerage discount on Stake AUS has been confirmed.
Extra information
Your shares in your outgoing account must settle before being transferred. If they have not, please wait 2 trading days from your most recent buy/sell transaction before initiating a request. Otherwise, there may be a delay in the transfer process.
Stake does not charge for a portfolio transfer but fees may apply with the departing platform.
Shares held in a share registry like ComputerShares or Link Market Services can still be transferred to Stake. See here for the details on SRN and Issuer Sponsored transfers.
Stella is a markets analyst and writer with almost a decade of investing experience. With a Masters in Accounting from the University of Sydney, she specialises in financial statement analysis and financial modelling. Previously, she worked as an equity analyst at Australian finance start-up, Simply Wall St, where she took charge of the market insights newsletter sent out to over a million subscribers. At Stake, Stella has been key to producing the weekly Wrap articles and social media content.