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U.S. Portfolio Transfers

Transfer your U.S. portfolio over $500 to Stake. It’s fast and you get a free Dropbox share.

Imagine a world where portfolio transfers are fast, easy and you also get rewarded. Sounds too good to be true, right?

Well, thanks to our patent-pending, industry-leading portfolio transfer method, customers can now transfer their entire U.S. portfolios within minutes, without paperwork, completely within the Stake app. Plus transfer your U.S. shares worth over US$500 and you’ll get a free Dropbox share for all your hard (or should we say easy) work.

Portfolio transfers are fast

Initiating a U.S. transfer takes minutes and we’ve seen full portfolios arrive at Stake from other brokers within 48 hours.

Portfolio transfers are easy

Our process is digital and takes just minutes to initiate. The whole process can be done completely inside Stake. It couldn’t be easier.

Portfolio transfers unlock rewards

Get rewarded when you transfer your portfolio over US$500 to Stake with a free Dropbox share.

Here’s how to start a U.S. portfolio transfer:

  1. Go to the profile section on the Stake app or desktop

  2. Select “Wall St Stock Transfer”

  3. Select your outgoing broker

  4. Have your current securities statement ready

  5. Follow the instructions, it takes just a few minutes

Once your transfer is initiated our team of specialists will follow up with your outgoing broker. You’ll be notified when your portfolio has been successfully transferred to your Stake account and your free Dropbox share will be awarded.

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. 

Free stock is only available for first-time, full portfolio transfers worth over US$500 at the time of completion of the transfer. Stake does not charge fees per U.S. trade or fees for portfolio transfers into Stake. Charges may apply from your existing broker to transfer out of their service.

See Stake pricing page, terms and conditions and privacy policy.

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Stakeshop Pty Ltd, trading as Stake, ACN 610105505, is an authorised representative (Authorised Representative No. 1241398) of Sanlam Private Wealth Pty Ltd (Australian Financial Services Licence No. 337927) ('Sanlam') and an authorised representative (Authorised Representative No. 1241398) of Airwallex Pty Ltd (Australian Financial Services Licence No. 487221) ('Airwallex'). Stake is not authorised by Airwallex under Airwallex’s AFSL to arrange for clients to be issued with securities as Airwallex is not authorised under its AFSL for this purpose. Stake is not authorised by Sanlam under Sanlam’s AFSL to arrange for clients to be issued with a non-cash payment facility as Sanlam is not authorised under its AFSL for this purpose. Stake SMSF Pty Ltd (‘Stake Super’) is not licensed to provide financial product advice under the Corporations Act. This specifically applies to any financial products which are established if you instruct Stake Super to set up a self managed super fund (‘SMSF’). When you sign up to Stake Super, you are contracting with Stake SMSF Pty Ltd who will assist in the establishment of a SMSF under a ‘no advice model’. You will also be referred to Stakeshop Pty Ltd to enable your trading account and bank account to be set up in order to use the Stake Website and/or App. Stakeshop Pty Ltd will also run marketing and promotions to you under. For more information about SMSFs, see our SMSF Risks page.The information on our website or our mobile application is not intended to be an inducement, offer or solicitation to anyone in any jurisdiction in which Stake is not regulated or able to market its services. At Stake and Stake Super, we’re focused on giving you a better investing experience but we don’t take into account your personal objectives, circumstances or financial needs. Any advice given by Stake is of a general nature only. As investments carry risk, before making any investment decision, please consider if it’s right for you and seek appropriate taxation and legal advice. Please view our Financial Services GuideTerms & ConditionsPrivacy Policy and Disclaimers  before deciding to invest on or use Stake or Stake Super. By using our website or service in any way, you agree to our Privacy Policy and Terms & Conditions. All financial products involve risk and you should ensure you understand the risks involved as certain financial products may not be suitable to everyone. Past performance of any product described on this website is not a reliable indication of future performance. Stake and Stake Super are registered trademarks in Australia.

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