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Transferring share ownership
For Wall St holdings, our U.S. broker partner does not accept third-party portfolio transfer requests. Stake cannot accept third-party U.S. portfolio transfer requests with a change in beneficial owner including marital or family.
For AUS holdings, this is possible via an Off Market Transfer (OMT) request with transfer value over A$1000. Please note that Minimum Marketable Parcel (MMP) requirements do apply to OMT transfer requests, which means that each stock must be over the minimum marketable parcel of $500, a rule imposed by the ASX.
To proceed with your transfer, please send through the below documents to share-transfers@stake.com.au:
Filled out OMT form (the signature must be wet ink i.e. signed with a pen as digital signature will not be accepted)
The latest holdings statement (not more than three months old)
A copy of the IDs from the buyer(s) and seller(s) involved in the transfer
Once our team has received your documents, we will be in touch within 1-2 business days to verify your request and confirm next steps.
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