<h3 id="h_01HGW9F9TTRZX1BCMB57HMTXP7"><span style="color: #434343;">What could cause a share transfer to fail?</span></h3>
<h4 id="h_01HGW9F9TT0YS78RTQCXXBW4RM"><span style="color: #434343;">Personal detail discrepancies</span></h4>
<p>For your shares to transfer smoothly, please ensure that you have checked the shares are registered with your external broker in the same name and postal address that exists on your Stake account. Any discrepancies between your outgoing investment platform and Stake accounts will cause the transfer to fail. If you believe this is the issue, please reach out to us to update your Stake account registration.<br><br></p>
<h4 id="h_01HMDDSJSHGEMEM192ZVVF5XPN"><span style="color: #434343;">Joint accounts</span></h4>
<p>Unfortunately, Stake does not currently support incoming transfers from joint accounts. We’re working to cater for these accounts soon. Our U.S. broker DriveWealth and Stake cannot facilitate third-party portfolio transfer requests where there is a change in beneficial owner.<br><br></p>
<h4 id="h_01HGW9FEZ7PDR5EXTJYCRS8DA3"><span style="color: #434343;">Unit and stock code errors</span></h4>
<p>Submitting the wrong stock codes and units could result in a failed or incomplete transfer. Please ensure you enter everything correctly and double-check that the number of units you’re transferring matches your current shareholdings with your outgoing broker. <br>Should this be your problem, there’s no need to worry as we can always bring them over in a separate request. <br><br></p>
<h4 id="h_01HGW9FEZ7J0YA2PX6A6086VGZ"><span style="color: #434343;">Account number errors</span></h4>
<p>Please ensure that you have entered the applicable broker account number. Submitting incorrect information will result in a mismatch of details and a failed transfer. <br><br>If you have any queries regarding your portfolio transfer, please get in touch <a href="https://hellostake.com/support/contact-us">here</a>.</p>

Failed portfolio transfers

<h4 id="h_01HGW8Z49MZQ5EQWNYV0HAT88K"><span style="color: #434343;">How do I transfer my U.S. portfolio to Stake?</span></h4>
<p><a href="https://hellostake.com/transfer/wall-st"><span class="wysiwyg-underline" style="color: #1155cc;">Transferring your existing U.S. shares</span></a> 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.<br><br>If you already have the Stake app, follow the instructions below to bring your portfolio. If you don’t, download it first from the <a href="https://on.hellostake.com/qm5yF1ugtGb">App Store</a> or <a href="https://on.hellostake.com/qm5yF1ugtGb">Google Play Store</a>.</p>
<ul>
<li>Log into your Stake account </li>
<li>Got to More &gt; Portfolio transfers &gt; Wall St portfolio transfer</li>
<li>Scan the QR code and follow the instructions on the app</li>
</ul>
<p>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.<br><br>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.<br><br>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.<br><br>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.<br><br></p>
<table style="border-collapse: collapse; width: 100%;" border="1">
<tbody>
<tr>
<td style="width: 40.7143%;">Share transfer method</td>
<td style="width: 59.2857%;">Pricing</td>
</tr>
<tr>
<td style="width: 40.7143%;">In from another broker via ACATS</td>
<td style="width: 59.2857%;">Free via ACATS, check with your broker if they charge fees.</td>
</tr>
<tr>
<td style="width: 40.7143%;">In from another broker via DTC</td>
<td style="width: 59.2857%;">$35 per position. Fee rebate if portfolio value is greater than $3000.</td>
</tr>
<tr>
<td style="width: 40.7143%;">In from another broker via DRS</td>
<td style="width: 59.2857%;">$55 per position. Fee rebate if portfolio value is greater than $5000.</td>
</tr>
</tbody>
</table>
<p><br>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. <br><br>Remember to check if your current broker charges fees to transfer shares out of their platform.<br>Other fees may apply for portfolio transfers, so please check with your departing broker. Please refer to our <a href="https://hellostake.com/pricing" target="_blank" rel="noopener noreferrer">pricing page.</a><br><br><br></p>

How can we help?

Failed portfolio transfers

What could cause a share transfer to fail?

Personal detail discrepancies

Joint accounts

Unit and stock code errors

Account number errors