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Broker to broker transfer (B2B) process
To get started, simply:
On the app: Head to Manage > Portfolio transfer
On the web: Head to your Profile > Portfolio transfer
During the portfolio transfer process, you can choose your departing broker and decide whether to move all or just some of your stocks to Stake.
Please have the following ready:
Departing broker account number
Copy of your ID
A signature
Portfolio Report
Verification check (New Zealand driver license or passport)
Our U.S. broker partner doesn’t accept third-party transfer requests. That means we can’t process U.S. portfolio transfers where there’s a change in beneficial ownership – including between family members, spouses or entities e.g. to a trust.
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 outgoing platform is. DTC transfers can take up to 4-6 weeks and ACATS transfers can take up to 1-2 weeks.
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