Opening an Account

Available Investments

About Stake

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Funding your Account

Making Withdrawals

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Account Management

Portfolio Transfers

Get Free Stock

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Placing Orders

Trade Settlements


Trading in the US Markets

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US Tax Forms

Tax Reporting

Activity & Confirmations

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Portfolio Transfers to Stake

How do I transfer my portfolio to Stake?

Transferring your existing U.S. shares to Stake is a simple, seamless and 100% digital process. It only takes a few minutes to submit a transfer request, then we’ll do all the heavy lifting.  Plus, if your first full transfer is valued at US$500 or more, you’ll get a bonus Dropbox stock on us.

If you already have the Stake app, follow the instructions below to bring your portfolio. If you don’t, download it first from the App Store or Google Play Store.

  • Log into your Stake account 

  • Got to Account > Portfolio transfers > Wall St portfolio transfer

  • Scan the QR code and follow the instructions

Remember to check if your current broker charges fees to transfer shares out of their platform.

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