Transfer your portfolio to Stake. Initiate in under 5 minutes.

Transfer your U.S. shares

Fast fully digital transfers into Stake.

Transfer your portfolio on Stake.

Fast transfers and free stock

Transfer your U.S. portfolio to Stake (over $500) for free and you’ll also get a free Dropbox stock.

See Stake pricing, terms and conditions and privacy policy.

Transfer your portfolio on Stake.

It’s easy to Transfer

  • 1
    Tap the button below
  • 2
    Enter your existing portfolio details
  • 3
    Continue trading on Stake

No fees per trade

$0 brokerage and no FX fees per trade.

Fractional shares

Invest from as little as $10 on the world’s biggest names.

No paperwork

We take care of your U.S. tax form for you, digitally.

FAQs

You’ve already got the US portfolio, so once it’s transferred across to Stake, you can manage your investing as per usual.

Transfers to Stake via ACATS are free, check with your broker as they may charge processing fees, based on the type of transfer they support. Tranfers via DTC costs US$ 35 per position - charged by our broker-dealer, Drivewealth, but we rebate 100% fee for a minimum of US$ 3,000 per position or the equivalent in portfolio value. Eg. Total Portfolio Value/No. of Positions = US$ 3,000.

The transfer time varies based on how responsive your current broker 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 2 trading days from your most recent buy/sell transaction before initiating a request. Otherwise there may be a delay in the transfer process.


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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 have a transitional licence as a financial advice provider 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. 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). Stake is a registered trademark under class 36 (New Zealand).

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