Merge your U.S. portfolio securely with Stake and receive a bonus DBX stock. T&Cs apply.
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When you invest, your capital is at risk.

Transfer your U.S. shares

Fast fully digital transfers into 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

It's easy to transfer

  1. 1

    Scan the code or tap the button below
  2. 2

    Enter your existing portfolio details
  3. 3

    Continue trading on Stake

Simple pricing

$3 brokerage on all trades up to $30,000.

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.


Once you’ve downloaded the Stake app, complete these steps to bring your U.S. shares across:

  1. Open the app and log into your Stake account.
  2. Go to your Account settings on the bottom right.
  3. Click ‘Portfolio Transfers’, select ‘Wall St portfolio transfer’ and follow the prompts.

Bring stocks to Stake to invest in over 6,000 U.S. stocks and ETFs, with as little as $10 thanks to fractional shares. Plus, when you transfer your U.S. portfolio over $500, you get a free Dropbox stock. With Stake, you’ll pay $0 brokerage and no FX fees per trade on U.S. shares until March 3 2023. On 4 March, our new pricing will apply - learn more. You can seamlessly switch to Stake AUS, buying Australian stocks for just $3 brokerage (our fees are changing on 4 March 2023 - learn more).

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.

Since the shares are just being transferred between brokers, this is not a taxable event as the investments are not being sold.

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

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The value of your investments can go down as well as up, so you could get 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 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 our Terms & Conditions, Privacy Policy 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. Stake is the trading name of Hellostake Limited (no. 11676409), authorised and regulated by the UK Financial Conduct Authority (FRN: 830771).

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