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Outgoing portfolio transfer process
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How do I transfer U.S. shares out of Stake?

At Stake, much like exiting a trade, we make the share transfer out process as seamless as possible.   

To initiate a share transfer, simply contact your receiving broker and submit a share transfer request.  

While we fully support both ACATS and DTC transfers, the transfer method will depend on the external broker, so it’s best to check directly with them as to which method they support. If they support ACATS, that’s how we’ll process your share transfer. 

Once you've filled out the relevant paperwork with them, you’ll need to complete the Outgoing Share Transfer Form. Once filled out, please send this form to Upon receipt of your request from your receiving broker, we’ll verify your positions and approve the outgoing share transfer.

Fees & items to note

Share transfer method Pricing
Share transfer out to another broker/transfer agent via ACATS $200 per account.
Share transfer out to another broker/transfer agent via DTC $200 via DTC up to 4 positions. Additional positions are charged at $50 per position.
Share transfer out to another transfer agent via DRS $200 per position.

To cover these fees, please ensure you have a sufficient balance in your buying power before commencing the transfer, or it will be rejected. Your new broker may also charge a fee for incoming transfers, so please make sure you’re aware of these in advance. 

Please note that fractional shares cannot be transferred out. You can liquidate any fractional component and then transfer the settled cash as part of your portfolio transfer (cash positions cannot be transferred via DTC, only via ACATS). 


ACATS (Automated Customer Account Transfer System) is a faster transfer method compared to DTC (Depository Trust Company) and allows for the transfer of equities and cash. DTC is a slower, more manual, and generally costlier process, which also only allows for the transfer of equities (not cash). 

Read more about ACATS here and see how DTC works here with your broker/transfer agent.

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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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