U.S. Portfolio Transfers
Transfer your U.S. portfolio over $500 to Stake. It’s fast and you get a free Dropbox share.
Imagine a world where portfolio transfers are fast, easy and you also get rewarded. Sounds too good to be true, right?
Well, thanks to our patent-pending, industry-leading portfolio transfer method, customers can now transfer their entire U.S. portfolios within minutes, without paperwork, completely within the Stake app. Plus transfer your U.S. shares worth over US$500 and you’ll get a free Dropbox share for all your hard (or should we say easy) work.
Portfolio transfers are fast
Initiating a U.S. transfer takes minutes and we’ve seen full portfolios arrive at Stake from other brokers within 48 hours.
Portfolio transfers are easy
Our process is digital and takes just minutes to initiate. The whole process can be done completely inside Stake. It couldn’t be easier.
Portfolio transfers unlock rewards
Get rewarded when you transfer your portfolio over US$500 to Stake with a free Dropbox share.
Here’s how to start a U.S. portfolio transfer:
Go to the profile section on the Stake app or desktop
Select “Wall St Stock Transfer”
Select your outgoing broker
Have your current securities statement ready
Follow the instructions, it takes just a few minutes
Once your transfer is initiated our team of specialists will follow up with your outgoing broker. You’ll be notified when your portfolio has been successfully transferred to your Stake account and your free Dropbox share will be awarded.
Your shares in your outgoing account must settle before being transferred. If they have not, please wait 2 trading days from your most recent buy/sell transaction before initiating a request. Otherwise, there may be a delay in the transfer process.
We are unfortunately not able to accept portfolio transfers from Sharesies. This is due to their systems not being able to facilitate the transfer.
Free stock is only available for first-time, full portfolio transfers worth over US$500 at the time of completion of the transfer. Stake does not charge fees per U.S. trade or fees for portfolio transfers into Stake. Charges may apply from your existing broker to transfer out of their service.