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:

  1. Go to the profile section on the Stake app or desktop

  2. Select “Wall St Stock Transfer”

  3. Select your outgoing broker

  4. Have your current securities statement ready

  5. 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.

Extra information

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.

See Stake pricing page, terms and conditions and privacy policy.

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Stakeshop Pty Ltd is registered as an overseas company in New Zealand (NZBN: 9429047452152), and is registered as a Financial Service Provider under the Financial Service Providers (Registration and Dispute Resolution) Act 2008 (No. FSP774414). We hold a full licence issued by the Financial Markets Authority to provide a financial advice service under the Financial Markets Conduct Act 2013. However, the content on this website has not been prepared to take into account any of your individual objectives, financial situation or needs. To the extent you require further information about the relevant New Zealand legislation that may apply, or require specific advice, please contact your legal and/or financial adviser (as appropriate). The information on our website or our mobile application is not intended to be an inducement, offer or solicitation to anyone in any jurisdiction in which Stake is not regulated or able to market its services. At Stake, we’re focused on giving you a better investing experience but we don’t take into account your personal objectives, circumstances or financial needs. Any advice is of a general nature only. As investments carry risk, before making any investment decision, please consider if it’s right for you and seek appropriate taxation and legal advice. Please view our Terms & Conditions, Privacy Policy, Financial Advice Disclosure and Disclaimers before deciding to use or invest on Stake. By using the Stake website or service in any way, you agree to our Privacy Policy and Terms & Conditions All financial products involve risk and you should ensure you understand the risks involved as certain financial products may not be suitable to everyone. Past performance of any product described on this website is not a reliable indication of future performance. Stake is a registered trademark under class 36 (New Zealand).

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