Transfer Shares to Selfwealth
Seamlessly transfer your shares to Selfwealth from another broker or platform for free.
Streamline your tax reporting
Simplify your portfolio management
Reduce fees and access better features
ASX transfer types
Individual stock transfers
Initiate the transfer of individual stock from another broker effortlessly, whether during or after the application process — this transfer allows you to consolidate your shares in one place under your Selfwealth HIN.
HIN transfers
Transfer your Holder Identification Number (HIN) and holdings from another broker across to Selfwealth
Issuer-sponsored holdings
Transfer issuer-sponsored holdings from the share registries over to your Selfwealth HIN. These holdings, distinct from broker-sponsored CHESS holdings, are directly managed and sponsored by the issuing company.
During the application process
Seamlessly complete HIN transfers as part of your application process. A valid HIN will be linked (either created or transferred) with your new Selfwealth trading account.
HIN Transfers can only be done during the application and not after. If you would like to transfer your HIN, please select the 'transfer an existing HIN’ option in your application.
After the application process
The process for moving your shares from your current broker to Selfwealth after opening a Selfwealth account is simple.
Complete either our broker-to-broker transfer form (to move your shares from another broker over to your Selfwealth HIN), or our issuer-sponsored transfer form (if your shares are held by a share registry).
Complete
Complete the Selfwealth Broker to Broker Transfer Form if it’s an Individual Stock Transfer. For Issuer-Sponsored Holdings please use the Issuer Holdings Transfer Form.
Sign
As an industry standard requirement, digital signatures are not accepted; ensure that the form is signed with an ink pen.
Provide
Provide a copy of your current photo ID.
Upload
Upload your signed and completed form and a copy of your current photo ID to your Selfwealth application (if applying for a new portfolio) or email it to us at support@selfwealth.com.au.
Things to know
Ensure that all account holders sign and date the form.
As an industry standard requirement, we cannot accept digital signatures. You will need access to a printer so that you can print the form and sign it in pen.
If you’re transferring from CommSec or AUSIEX, your photo ID must be certified.
Please visit this Help Centre article for more detailed instructions on Individual Stock Transfers, and this Help Centre article for more detailed instructions on Issuer-Sponsored Holdings.
You can transfer your international shares to Selfwealth by submitting a ‘Transfer International Stock In‘ form via email. This transfer type can only be done after your Selfwealth trading account and Selfwealth International trading account have been approved.
You will also be required to submit a current photo ID for all account signatories. Once your form is processed, the shares will be moved into your Selfwealth international share trading account (for more information on how your international shares are held, click here).
Complete
Complete the International Stock Transfer Form
Sign
As an industry standard requirement, digital signatures are not accepted; ensure that the form is signed with an ink pen.
Provide
Provide a copy of your current photo ID.
Upload
Email your completed Selfwealth International Stock Transfer Form and a copy of your photo ID to us at support@selfwealth.com.au.
Things to know
Selfwealth does not support the trading of fractional shares or odd lots.
It is recommended that you confirm that your current broker/custodian supports the DTC transfer method before completing the form.
Selfwealth’s custodian (Phillip Capital) does not support transfers via the alternative ACATS or DRS methods.
We can only support the transfer of shares held by the same beneficial owner as the Selfwealth portfolio.
Selfwealth exclusively supports the transfer of electronic holdings from another custodian and does not support the transfer of certificated holdings.
Please visit this Help Centre article for more detailed instructions on International Stock Transfers.