Portfolio transfers to Stake
FREE TRANSFERS. FREE BROKERAGE. FREE STOCK.
One Day Portfolio Transfers to Stake
Make the smart switch to Stake. Invest in over 6,000 US stocks with $0 brokerage, no FX fees per trade and no account fees.
Whatever broker you’re with, we’ve made portfolio transfers, fast, easy and rewarding.
We can have your portfolio on Stake within 24 hours. Yep, lightning-fast.
Plus, it’s free and we’ll give you a free Dropbox share to welcome you to Stake.
The process is simple. It takes just 2-minutes to initiate, and the transfer happens between trading sessions, so there will be no interruption to your investing. Transfer now.
With another broker?
These are just as easy. It will take a little longer to complete depending on what system your current broker is using to transfer assets, but rest assured we do all the work for you. Transfer now.
No need to fund
You’ve already got the US portfolio, so once it’s across you can manage your investing as per usual, just now on Stake.
No FX or tax implications
Your portfolio (of cash and securities) transfers as is. You will see your existing portfolio with all the details inside your Stake account within hours. It’s that straightforward.
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 available for all full portfolio transfers over US$500 only. Stake does not charge fees per trade or fees for portfolio transfers into Stake. Charges may apply from your existing broker to transfer out of their service.
We’re around to make sure you spend less time on forms and more time exploring opportunities. Just email us at firstname.lastname@example.org and we’ll make sure you're one step closer to Wall St.