Stake logo

How can we help?

Incoming portfolio transfer process
wall st

How do I transfer my U.S. portfolio to Stake?

Transferring your existing U.S. shares to Stake is a simple, seamless and 100% digital process. It only takes a few minutes to submit a transfer request, then we’ll do all the heavy lifting. Plus, if your first full transfer is valued at US$500 or more, you’ll get a bonus Dropbox stock on us.

If you already have the Stake app, follow the instructions below to bring your portfolio. If you don’t, download it first from the App Store or Google Play Store.

  • Log into your Stake account 
  • Got to More > Portfolio transfers > Wall St portfolio transfer
  • Scan the QR code and follow the instructions on the app

Our U.S. broker partner does not accept third-party portfolio transfer requests.

Remember to check if your current broker charges fees to transfer shares out of their platform.

Transfers can sometimes be delayed due to discrepancies with personal details, stock codes or unforeseen issues with your outgoing broker. We strive to process transfer requests as quickly as possible.

U.S. stocks usually land in your Stake account within 2-3 weeks from a confirmed submission. The transfer time varies based on how responsive your current platform is. DTC transfers can take up to 4-6 weeks and ACATS transfers can take up to 1-2 weeks.

Note that 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.

Share transfer method Pricing
In from another broker via ACATS Free via ACATS, check with your broker if they charge fees.
In from another broker via DTC $35 per position. Fee rebate if portfolio value is greater than $3000.
In from another broker via DRS $55 per position. Fee rebate if portfolio value is greater than $5000.

With Stake, you’ll pay US$3 brokerage for trades up to US$30,000, or 0.01% on trades above US$30,000, and no FX fees per trade. Other fees may apply for portfolio transfers, so please check with your departing broker. Please refer to our pricing page.

Stake cannot accept third-party U.S. portfolio transfer requests where there is a change in beneficial owner.

Did you find this helpful?

Stake logo
Over 7,000 5-star reviews
App Store logoGoogle Play logo

Subscribe to our free newsletters

By subscribing, you agree to our Privacy Policy.

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.

Copyright © 2024 Stake. All rights reserved.