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ASX share transfers


Broker-to-Broker (B2B) - How do I transfer my shares from another broker to Stake?

Shares previously purchased and currently sponsored by another broker can be easily transferred to Stake.

Make the smart switch and transfer your Australian shares to Stake. Start investing in over 2,000 ASX stocks on a CHESS-sponsored model.

Plus, get $0 brokerage for a year when you sign up to Stake and transfer your portfolio over to us (minimum AU$1,000).

WHAT TO DO

If you already have the Stake app, follow the instructions below. If you don’t have the Stake app, download it here first.

If you go to the person icon > Portfolio Transfers > ASX Portfolio Transfer within the App you can submit a request there.

Once you have clicked this you will have the ability to select your departing broker and all of the stocks that you want to transfer to Stake! 

WHAT YOU'LL NEED

To ensure a smooth process, please ensure the shares are registered in the same name and same postal address as the Stake account you are transferring the shares to.

For example, the shares are registered in the name of MS JANE SMITH transferring to the Stake account in the name of MS JANE SMITH.

Please have the following information ready when initiating the transfer:

  • The HIN associated with the departing broker account (The HIN starts with the letter 'X' followed by 10 digits'
  • Departing broker account number 
  • Copy of your ID 
  • A signature 
  • Portfolio Report (optional) 

The process is very intuitive so just follow the prompts!

FEES

We don't charge any fees for incoming ASX share transfers, however please note that your departing broker may charge their own separate fees.

See Stake pricing, terms and conditions and privacy policy.

HOW LONG THE PROCESS TAKES

Initiating your share transfer request takes minutes. It's fast, free, and paperless. 

Our data has shown us that the average time it should take for your ASX stocks to land in your Stake account is 40 hours.

Transfers are sometimes delayed due to the departing broker not releasing your shares. We will always do everything in our power to complete your transfer as quickly as possible but sometimes this is out of our control. 

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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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