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Failed portfolio transfers

What could cause a share transfer to fail?

Personal detail discrepancies

For your shares to transfer smoothly, please ensure that you have checked the shares are registered with your external broker in the same name and postal address that exists on your Stake account. Any discrepancies between your outgoing investment platform and Stake accounts will cause the transfer to fail. If you believe this is the issue, please reach out to us to update your Stake account registration.

Joint accounts

Unfortunately, Stake does not currently support incoming transfers from joint accounts. We’re working to cater for these accounts soon. Our U.S. broker DriveWealth and Stake cannot facilitate third-party portfolio transfer requests where there is a change in beneficial owner.

Unit and stock code errors

Submitting the wrong stock codes and units could result in a failed or incomplete transfer. Please ensure you enter everything correctly and double-check that the number of units you’re transferring matches your current shareholdings with your outgoing broker.
Should this be your problem, there’s no need to worry as we can always bring them over in a separate request. 

Account number errors

Please ensure that you have entered the applicable broker account number. Submitting incorrect information will result in a mismatch of details and a failed transfer. 

If you have any queries regarding your portfolio transfer, please get in touch here.


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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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