When you invest, your capital is at risk.

How can we help?

Outgoing portfolio transfer process

How do I transfer U.S. shares out of Stake?

At Stake, much like exiting a trade, we make the share transfer out process as seamless as possible.   

To initiate a share transfer, simply contact your receiving broker and submit a share transfer request.  

While we fully support both ACATS and DTC transfers, the transfer method will depend on the external broker, so it’s best to check directly with them as to which method they support. If they support ACATS, that’s how we’ll process your share transfer. 

Once you've filled out the relevant paperwork with them, you’ll need to complete the Outgoing Share Transfer Form. Once filled out, please send this form to support@hellostake.com. Upon receipt of your request from your receiving broker, we’ll verify your positions and approve the outgoing share transfer.

Fees & items to note

Share transfer method Pricing
Share transfer out to another broker/transfer agent via ACATS $200 per account.
Share transfer out to another broker/transfer agent via DTC $200 via DTC up to 4 positions. Additional positions are charged at $50 per position.
Share transfer out to another transfer agent via DRS $200 per position.

To cover these fees, please ensure you have a sufficient balance in your buying power before commencing the transfer, or it will be rejected. Your new broker may also charge a fee for incoming transfers, so please make sure you’re aware of these in advance. 

Please note that fractional shares cannot be transferred out. You can liquidate any fractional component and then transfer the settled cash as part of your portfolio transfer (cash positions cannot be transferred via DTC, only via ACATS). 


ACATS (Automated Customer Account Transfer System) is a faster transfer method compared to DTC (Depository Trust Company) and allows for the transfer of equities and cash. DTC is a slower, more manual, and generally costlier process, which also only allows for the transfer of equities (not cash). 

Read more about ACATS here and see how DTC works here with your broker/transfer agent.

Did you find this helpful?

Stake logo
Over 7,000 5-star reviews
App Store logoGoogle Play logo

Subscribe to our free newsletters

By subscribing, you agree to our Privacy Policy.

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

Copyright © 2024 Stake. All rights reserved.