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

U.S. Portfolio Transfers

Easily transfer your U.S. portfolio to Stake.

Transfer your portfolio on Stake.

Free 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.

It is free to transfer your portfolio into Stake. Make sure to check if there are fees that apply with your departing broker.

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.