Yes, you certainly can, and we would love to help. There are two ways to transfer shares but only ONE is relevant to you, depending on your current broker. 


ACATS is the Automated Customer Account Transfer Service which is provided by the National Securities Clearing Corporation (NSCC) in the US. 


DWAC/DRS Share Transfers, provided by the Depository Trust & Clearing Corporation (DTCC) serve as the clearinghouse for over 50 exchanges and equity platforms.  


To get your shares transferred to Stake, find your broker below and follow the related steps for that process. 


ACATS - Automated Customer Account Transfer Service


Broker

Form

CommSec

Commsec Form

Interactive Brokers 

Interactive Brokers Form

Phillip Capital Limited 

Phillip Capital Form

Westpac 

Westpac Form



  1. Find your broker and download the attached pre-populated form

  2. Fill in form with your details including your Stake Account Number. 

  3. Provide your current account statement, the holdings you wish to transfer and cost price of each share.

  1. Return all 4 pieces to hello@hellostake.com

We will pick up the process from here. There is no cost to transfer your shares into Stake via the ACATS.


 


DWAC/DRS

If your broker is one of the following, we will complete a DWAC/DRS transfer via the DTCC. 


Broker

IG Markets

Macquarie Equities

ANZ Share Trading

NAB (Wealthhub Securities)



To get your transfer underway, 

  1. Provide us with the Current broker, account name and account number.

  2. Provide current account statement, holdings you wish to transfer and cost price of each share.

  1. Fill out the attached letter of authorisation

  2. Send the forms to your existing broker, CC'ing hello@hellostake.co


NOTE: DWAC/DRS transfers incur a $15USD fee per holding. Your account will need to be funded with this prior to transfer. 


Shares transfers take from 4-6 weeks but we endeavour to complete in 2-3 weeks.