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Failed portfolio transfers
What could cause a share transfer to fail?
Personal detail discrepancies
For your shares to transfer smoothly, please ensure that you have checked the shares are registered with your external broker in the same full name and postal address that exists on your Stake account. Any discrepancies between your outgoing investment platform and Stake accounts will cause the transfer to fail. If you believe this is the issue, please reach out to us to update your Stake account registration.
Joint accounts
Unfortunately, Stake does not currently support incoming Wall St portfolio transfers from joint accounts. We’re working to cater for these accounts soon. Our U.S. broker DriveWealth and Stake cannot facilitate third-party portfolio transfer requests where there is a change in beneficial owner.
We may be able to accept ASX portfolio transfers from joint accounts via OMT (Off Market Transfer). Learn more about Off Market Transfers here.
Unit and stock code errors
Submitting the wrong stock codes and units could result in a failed or incomplete transfer. Please ensure you enter everything correctly and double-check that the number of units you’re transferring matches your current shareholdings with your outgoing broker. Should this be your problem, there’s no need to worry as we can always bring them over in a separate request.
For ASX portfolio transfers, if there is a less-than-marketable parcel (less than A$500) of your position, you cannot directly transfer or purchase shares on the ASX for an amount less than A$500.
Account number, HIN
Please ensure that you have entered the applicable broker account number, for ASX portfolio transfers Holder Identification Number (HIN) correctly. Submitting incorrect information will result in a mismatch of details and a failed transfer.
If you have any queries regarding your portfolio transfer, please get in touch here.
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