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SMSF, company or trust account sign-up

Funding & Withdrawal

Funding

Funding fees

Funding delays & mistakes

New Payments Platform (NPP)

PayTo

Funding methods

Funding process & timeframes

Transfer

Internal transfer timeframes

Internal transfers process

Withdrawal

Withdrawal mistakes & delays

Withdrawal process & timeframes

Withdrawal fees

Buying Power & Cash Balance

Buying power & cash balance

Investing & Trading

Markets & Rules

Pattern day trading (PDT)

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Day trade calls

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Regulatory fees

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Market opening hours

General regulatory requirements

CHESS vs custodial model

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Holder identification numbers (HIN)

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Acquiring multiple HINs

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Securityholder reference numbers (SRN)

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Anomalous order threshold (AOT) - price ranges

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CBOE (CXA - formerly Chi-X)

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Over the counter (OTC) stocks

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Circuit breakers & trading halts

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Capital Raises

Sophisticated investors

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Capital raises lite

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Placements

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Initial public offerings (IPO)

Orders

Unfilled orders

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Trade settlement timeframes

Trade fees

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Maximum trade amount

Minimum trade amount

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Fractional shares

National best bid offer (NBBO) - Best Available Price

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Buying & selling shares

Activity tracking

Order types

Trade execution

Amending & deleting orders

Order cancellations & rejections

Instruments

Edit average buy price

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Delisting of securities

Leveraged and inverse ETFs

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Stocks & ETFs

Corporate Actions & Dividends

Voting

Corporate actions explained

Dividend process

Dividend reinvestment plan (DRP) for ASX

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Dividend reinvestment plan (DRIP) on Wall St

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Rights issues

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Share purchase plans (SPP)

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Stock splits

Mergers & acquisitions

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Extended Hours

Enabling Extended Hours

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Extended Hours reports

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Extended Hours order placements

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Extended Hours trading

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Extended Hours charting

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Portfolio Transfers

Incoming Portfolio Transfers

Stake's participant ID (PID)

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Failed portfolio transfers

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

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Broker to broker transfer (B2B) process

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Incoming portfolio transfer process

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Outgoing Portfolio Transfers

Outgoing portfolio transfer process

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Outgoing portfolio transfer process

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Rewards

Sign-Up Reward

Stake AUS first funding reward

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Stake Wall St first funding reward

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Portfolio Transfer Reward

ASX portfolio transfer reward

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U.S. portfolio transfer reward

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Referral Reward

Referral reward

Products & Features

Stake Black

Enhanced charting features

Chart options

Time intervals

Compare between points

Expanded view

Extended Hours charting

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Recurring deposits

Recurring investments

Stake Super

Setting up your SMSF

Things to consider

ATO Registration Process

Super Transfer

Investing with your SMSF

SMSF Management

Insurance

Employer & Personal Contributions

SMSF Fees

Tax

SMSF Tax

Documentation & Reporting

SMSF Documentation & Reporting

About Stake Super

Account Management

Settings

Multiple watchlists

Changing details

Customising the Stake platform

Account Closure

Account closure

Documents & Statements

Taxes & Forms

Available report types

ASX share certificates

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Tax solutions & partners

Downloading reports

W-8BEN form

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Withholding tax

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Tax paperwork assistance

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Privacy & Security

Account Security

Data protection

Password reset

SMS mobile verification

Two-factor authentication (2FA)

Security from fraud or unauthorised activity

Shares & Funds Security

Security of funds

Share ownership

About Stake

Stake's Mission

Stake's story & mission

Regulatory & Partners

Stake's revenue streams

Stake’s partners

Contact Stake

U.S. portfolio transfer reward

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Transferring your existing U.S. shares to Stake is a simple, seamless and 100% digital process. It only takes a few minutes to submit a transfer request, then we’ll do all the heavy lifting. Plus, if your first full transfer is valued at US$500 or more, you’ll get a bonus Dropbox stock on us.

If you already have the Stake app, follow the instructions below to bring your portfolio. If you don’t, download it first from the App Store or Google Play Store.

Log into your Stake account
Got to More > Portfolio transfers > Wall St portfolio transfer
Scan the QR code and follow the instructions on the app

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