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Outgoing portfolio transfer process
To initiate an outgoing share transfer as an industry standard, please contact the incoming broker who will look after the process for you regarding both AUS and Wall St holdings.
AUS Outgoing Share Transfers
Outgoing Share transfers are free with Stake, however, please confirm with the incoming broker if any fees apply on their end. Once we have received the request from our end, our Share Transfer specialist will be able to proceed with the next steps.
We will certainly reach out directly to you should we need anything else.
Wall St Outgoing Share Transfers
Please fill out the Outgoing Transfer Form and provide the receiving broker with your full 17-digit Stake Account number - please add your 10-digit account number after ‘STKE001’ to obtain your full account number e.g. STKE001STKE000000
Please, see the relevant information below to assist you with the form:
ACATS Participant: #2402 (Clearing number)
Account Name: DriveWealth LLC
Contact Name: Transfers Team
Contact Email: us-sharetransfers@hellostake.com
Contact Phone: +1 973-559-6750 x 2418
Address: 28 Liberty Street, 50th Floor, New York, NY 10005
Fractional shares are not supported for outgoing ACATS, DTC/FOP and DRS. Cash transfers are supported via ACATS only - you need to liquidate the fractional component prior to the transfer.
Kindly note that we do charge an admin fee for Wall St outgoing requests. Please find the fees below:
Share transfer method |
Pricing |
Share transfer out to broker via ACATS |
US$65 per account |
Share transfer out to broker via DTC |
US$200 via DTC up to 4 positions. Additional positions are charged at $50 per position. |
Share transfer out to transfer agent via DRS |
US$200 per position. |
If an outgoing full portfolio transfer is processed via ACATS, your account will be closed after the share transfer is completed, so it is recommended that you obtain any documents via Stake for your records.
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