Help centre

Team & Founders 1

• The team behind Stake

How Stake makes money 3

• Can brokerage really be $0?
• Is there a catch?
• How we make money.

Regulatory & Partners 4

• How Stake is regulated.
• What does Macquarie do for Stake?
• How is OFX involved?
• Who is DriveWealth?

I hear you're opening up in NZ 2

• Is Stake coming to New Zealand?
• Is Stake available in the UK?

Regulatory 2

• How is Stake and its US partners regulated?
• What is the share ownership and settlement?

Advanced Security Settings (2FA) 2

• Does Stake have Two Factor Authentication (2FA)
• How to set up 2FA on Stake

Is Stake safe 6

• Is Stake safe to trade on?
• How is my money and investments kept safe with Stake?
• How can I trust Stake with my money and my data?
• What if Stake was no longer around?
• Where are my securities held?

See all 6 articles

Privacy 1

• Do you share any of my information?

Insurance 1

• Does SIPC protection apply to Stake customers?

Trading Fees 7

• Is Stake cheaper to trade on?
• So, how much is brokerage on Stake?
• Can you give me an example of pricing?
• Are there other trading fees?
• Explain ADR Fees to me...

See all 7 articles

FX Fees 2

• Stake's FX fees.
• Do I get charged an FX commission on every trade?

Banking, Regulatory & Custody Fees 4

• What are the sell side Regulatory fees?
• Are there any Custody fees?
• Are there account inactivity fees?
• Bank Processing Fees

Opening an account 10

• How long does it take to verify my account?
• Is Stake for me?
• POLi pending...what does this mean
• Can I fund my account before is it verified?
• Is it free to open an account?

See all 10 articles

Residency Requirements 2

• I am a former Australian resident
• Do I need to be an Australian resident to open a Stake account?

Account Verification Process 5

• Why is POLi "Pending Account"
• How does the verification work?
• Why can't I make a transfer from my AUD wallet?
• I've been asked to send through an original certified copy of my ID - what do I need to do?
• Instant Verification

I already have a Macquarie Account 2

• Can I use my existing Macquarie CMA?
• I already have a CMA, can I use that?

Delete Account 1

• Stake is too cool for me. Can I delete my account?

SMSF, Trust, Minor, Company & Other Accounts 4

• Can I open an account in the name of SMSF, Company or minor
• What is the tax situation with Kids accounts?
• Can I open a joint account?
• Trust accounts

Setting up a Kids account 5

• Who can be the adult on the account?
• Do I need an adults account?
• Can I redeem a gift card in a Kids account?
• How do Kids accounts work?
• Should I set up the kids account before I redeem their gift?

App 1

• Does Stake have an App?

How the US Market Works 12

• Do I get a HIN like in Oz?
• What's the legal status of the US shares?
• How is the US Tax (W8-BEN/ W8-BEN-E) form managed?
• Is the W8 process actually automated?
• How do US shares settle?

See all 12 articles

Shares on Stake 9

• Will you be adding other products on Stake?
• Does Stake tell me what products what to buy and sell?
• Do you have Australian shares on Stake?
• Can I trade US options on Stake?
• Can I trade Tencent (TCEHY) on Stake?

See all 9 articles

Inverse and Leveraged ETFs 3

• Can I trade Inverse and Leveraged ETFs
• Why the pop-up about Exotic ETFs when I place a trade?
• Are there risks with trading inverse or short ETFs?

Trading process and mechanics 22

• Do I get best execution?
• Who owns the shares?
• Am I trading CFDs?
• How quickly do my shares settle upon purchase?
• Am I trading real shares?

See all 22 articles

Data 4

• How are returns calculated for the shares?
• Is the Data real time?
• Can I access the stock data without an account?
• What does related shares mean when I look at a stock?

Dollar Based Investing 10

• How do fractional shares work?
• Do I own these fractional shares?
• Can I sell fractional shares?
• Can I transfer fractional shares
• Do I receive dividends on fractional shares?

See all 10 articles

The Basics and Terminology 20

• What stocks are available?
• What is a watchlist?
• Why is number of shares estimated when I submit an order?
• How do I buy a share?
• How do I sell my shares?

See all 20 articles

Dividends 5

• How do dividends get paid out?
• What is a dividend?
• When and where are dividends paid?
• Where can I see my dividends?
• DRIP - Dividend Reinvestment Plans

How to fund my account 6

• How do I fund my account?
• What are my funding options?
• How do I use POLi to fund my USD Wallet?
• Can I fund my AUD wallet instead?
• Funding your account by card

See all 6 articles

Minimums 2

• Any ways around minimums?
• Are there minimum balances or withdrawal amounts on the $AUD wallet (CMA)?

Time Frames 3

• What are the FX transfer times?
• How long does share transfer take?
• Can I fund my account immediately after signing up?

POLi Payments 9

• How does POLi work?
• What is POLi?
• Who else uses POLi?
• Is POLi safe?
• I'm not sure if my POLi transfer went through...how can I check?

See all 9 articles

AUD and USD Wallets 15

• Using the AUD Wallet, how long does it take for my money to get to the US?
• How do I move money between my AUD and USD wallets?
• I have a USD account already, can I transfer them to my Stake account?
• What is "Funds to settle"?
• Can I trade with unsettled funds?

See all 15 articles

Withdrawing 6

• How do I transfer my money back to my Australian account?
• How do I transfer from my USD to my AUD Wallet?
• Are there withdrawal fees?
• Can I withdraw my funds from Stake at any time?
• When I submit a withdrawal on Stake, how does my money get to my local Australian bank account?

See all 6 articles

FX 3

• What is your FX commission?
• Do I get charged an FX commission on every trade?
• Will I know my FX rate before I transfer?

I already have a Macquarie CMA 2

• Can I bring my existing CMA into Stake?
• I have a Macquarie Bank account...can I see my Stake CMA there?

About Company Accounts 1

• Why are we offering Company Accounts

Tax & W8-BEN-E (Tax) Forms 2

• Do I need to complete a W8-BEN-E Form?
• What does my withholding tax rate go to?

Setting Up An Account 2

• What details do I need?
• Do I have to open an individual account first?

Tax 6

• Does Stake provide tax reporting?
• What is the W8-BEN/W8-BEN E form?
• What is the US withholding tax amount?
• What is UTC time?
• Am I taxed if I redeem a gift card?

See all 6 articles

Reporting Services 1

• What reporting does Stake provide

Trade confirmations 3

• Will I receive a confirmation of my trade?
• Why do I get an email notification when I cancel a trade?
• Why do I receive more than 1 email per trade?

Holding Statements 2

• Do I receive a statement from the company I invested in?
• Will I receive Holding Statements?

Compliance emails 1

• Can you send my work duplicate trade confirmations?

Searching For Shares 5

• What is the Discovery Bar?
• What are the filters?
• How do I use the search panel?
• Can I screen for stocks by dividend, price or technical analysis?
• My share I want to trade is not on Stake. Can I request it?

Jargon-Buster 8

• FX, Forex, Exchange Rate
• Spread
• ICBC US
• National Best Bid and Offer (NBBO)
• Australian Financial Services Licence (AFSL)

See all 8 articles

Promotions 5

• Android Launch Promotion Terms & Conditions
• Year In Review Terms & Conditions
• NYE Referral Promotion
• Brazil Launch Waitlist Terms & Conditions
• Política de Privacidade da Plataforma Stake

Transferring Shares to Stake 6

• Can I transfer my existing US shares to Stake?
• Stock transfer fees
• Will it cost me to transfer shares to Stake?
• Why should I transfer my Employee shares to Stake?
• Which brokers can I transfer my shares from?

See all 6 articles

Transferring USD into Stake 3

• I have USD already, can I transfer it to Stake?
• Can I use my PayPal wallet
• Can I use my PayPal wallet and the USD I have there?

Fees on Stock or USD bank transfers 0

How to transfer to Stake 0

Change my gift 0

Redeeming a gift 8

• How do I redeem?
• When can I redeem?
• Do you need an account to redeem a gift card?
• Why do I have to open an account?
• Can I track the redemption of my gift?

See all 8 articles

Buying a gift 10

• Do I have to choose a stock for the recipient?
• How much does a Stake gift cost?
• Will the recipient receive real shares?
• Am I charged in Australian Dollars?
• What email do I enter when I purchase a gift?

See all 10 articles

Gifts for Kids 3

• I want to buy a gift for a child. Can I?
• Do you have Kids accounts?
• What documents are needed to open a Kids account?

Transferring stocks out of Stake 1

• How do I transfer my shares away from Stake?