How do I transfer my portfolio to Stake?

FREE TRANSFERS. FREE BROKERAGE. FREE STOCK.

Make the smart switch to Stake. Invest in over 6,000 US stocks with $0 brokerage, no FX fees per trade and no account fees.

Plus for your first transfer over $500, you’ll get a free Dropbox stock (free stock available for all full portfolio transfers over US$500 only). 

If you already have the Stake app, follow the instructions below. If you don’t have the Stake app, download it here first.

To transfer your portfolio: 

  • Open the app and login to your Stake account 
  • Click the ‘person’ icon on the bottom right
  • Click ‘Wall St Stock Transfers’ and follow the instructions

See Stake pricingterms and conditions and privacy policy.

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