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Incoming portfolio transfer process

How do I transfer my U.S. portfolio to Stake?

Transferring your existing U.S. shares to Stake is a simple, seamless and 100% digital process. It only takes a few minutes to submit a transfer request, then we’ll do all the heavy lifting. Plus, if your first full transfer is valued at US$500 or more, you’ll get a bonus Dropbox stock on us.

If you already have the Stake app, follow the instructions below to bring your portfolio. If you don’t, download it first from the App Store or Google Play Store.

  • Log into your Stake account 
  • Got to More > Portfolio transfers > Wall St portfolio transfer
  • Scan the QR code and follow the instructions on the app

Our U.S. broker partner does not accept third-party portfolio transfer requests. Stake cannot accept third-party U.S. portfolio transfer requests with a change in beneficial owner including marital or family.

Transfers can sometimes be delayed due to discrepancies with personal details, stock codes or unforeseen issues with your outgoing broker. We strive to process transfer requests as quickly as possible.

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 current platform 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 1 trading days from your most recent buy/sell transaction before initiating a request. Otherwise, there may be a delay in the transfer process.

Share transfer method Pricing
In from another broker via ACATS Free via ACATS, check with your broker if they charge fees.
In from another broker via DTC $35 per position. Fee rebate if portfolio value is greater than $3000.
In from another broker via DRS $55 per position. Fee rebate if portfolio value is greater than $5000.

With Stake, you’ll pay US$3 brokerage for trades up to US$30,000, or 0.01% on trades above US$30,000, and no FX fees per trade.

Remember to check if your current broker charges fees to transfer shares out of their platform.
Other fees may apply for portfolio transfers, so please check with your departing broker. Please refer to our pricing page.

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Stake is the trading name of Hellostake Limited, a company registered in England and Wales (Company no. 11676409). Hellostake Limited is authorised and regulated by the UK Financial Conduct Authority under the Firm Reference Number 830771. Registered address: 85 Great Portland Street, London, W1W 7LT, United Kingdom.

When you invest, your capital is at risk.

The value of your investments can go down as well as up and you may receive back less than your original investment. 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 independent taxation and legal advice. 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. Please view ourTerms & Conditions,Privacy PolicyandDisclaimers 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

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