How can we help?

Sign-up requirements

SMSF, company or trust account sign-up

PayTo

Funding methods

Funding process & timeframes

Funding fees

Funding delays & mistakes

New Payments Platform (NPP)

Internal transfer timeframes

Internal transfers process

Withdrawal process & timeframes

Withdrawal fees

Withdrawal mistakes & delays

Buying power & cash balance

General regulatory requirements

CHESS vs custodial model

Holder identification numbers (HIN)

Acquiring multiple HINs

Securityholder reference numbers (SRN)

Anomalous order threshold (AOT) - price ranges

CBOE (CXA - formerly Chi-X)

Over the counter (OTC) stocks

Circuit breakers & trading halts

Pattern day trading (PDT)

Day trade calls

Regulatory fees

Market opening hours

Sophisticated investors

Capital raises lite

Placements

Initial public offerings (IPO)

Buying & selling shares

Order types

Trade execution

Amending & deleting orders

Order cancellations & rejections

Unfilled orders

Trade settlement timeframes

Trade fees

Maximum trade amount

Minimum trade amount

Fractional shares

National best bid offer (NBBO) - Best Available Price

Edit average buy price

Delisting of securities

Leveraged and inverse ETFs

Stocks & ETFs

Corporate actions explained

Dividend process

Dividend reinvestment plan (DRP) for ASX

Dividend reinvestment plan (DRIP) on Wall St

Rights issues

Share purchase plans (SPP)

Stock splits

Mergers & acquisitions

Voting

Enabling Extended Hours

Extended Hours reports

Extended Hours order placements

Extended Hours trading

Extended Hours charting

Stake's participant ID (PID)

Failed portfolio transfers

Off market transfer (OMT) from a different party/entity process

Broker to broker transfer (B2B) process

Incoming portfolio transfer process

Outgoing portfolio transfer process

Outgoing portfolio transfer process

Stake AUS first funding reward

Stake Wall St first funding reward

ASX portfolio transfer reward

U.S. portfolio transfer reward

Referral reward

Things to consider

ATO Registration Process

Transferring Your Super

Investing with your SMSF

Managing your SMSF

Insurance

Employer & Personal Contributions

Understanding SMSF Fees

Understanding SMSF Tax

SMSF Documentation & Reporting

About Stake Super

Multiple watchlists

Changing details

Customising the Stake platform

Account closure

Available report types

ASX share certificates

Tax solutions & partners

Activity tracking

Downloading reports

W-8BEN form

Withholding tax

Tax paperwork assistance

Data protection

Password reset

SMS mobile verification

Two-factor authentication (2FA)

Security from fraud or unauthorised activity

Security of funds

Share ownership

Stake's story & mission

Stake's revenue streams

Stake’s partners

Contact Stake