How can we help?

Incoming portfolio transfer process

How do I transfer my U.S. portfolio to Stake?

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.

Transferring your share portfolio to Stake from another broker or brokerage platform is free. You won't be charged any fees by Stake for the transfer.

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

Our U.S. broker partner does not accept third-party portfolio transfer requests. Stake cannot accept third-party U.S. portfolio transfer requests with a change in beneficial owner including marital or family.

Transfers can sometimes be delayed due to discrepancies with personal details, stock codes or unforeseen issues with your outgoing broker. We strive to process transfer requests as quickly as possible.

U.S. stocks usually land in your Stake account within 2-3 weeks from a confirmed submission. The transfer time varies based on how responsive your current platform is. DTC transfers can take up to 4-6 weeks and ACATS transfers can take up to 1-2 weeks.

Note that shares in your outgoing account must settle before being transferred. If they have not, please wait 1 trading days from your most recent buy/sell transaction before initiating a request. Otherwise, there may be a delay in the transfer process.

With Stake, you’ll pay US$3 brokerage for trades up to US$30,000, or 0.01% on trades above US$30,000, and no FX fees per trade.

Remember to check if your current broker charges fees to transfer shares out of their platform.
Other fees may apply for portfolio transfers, so please check with your departing broker. Please refer to our pricing page.



Did you find this helpful?


Stake logo
Over 7,000 5-star reviews
App Store logoGoogle Play logo

Subscribe to our free newsletters

By subscribing, you agree to our Privacy Policy.

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).

Copyright © 2024 Stake. All rights reserved.