Transfer Shares to Selfwealth
Seamlessly transfer your shares to Selfwealth from another broker or platform for free.
Consolidating your shares is important
Streamline your tax reporting
Simplify your portfolio management
Reduce fees and access better features
Transfer your shares in four steps
Tell us what you are moving, we'll show you the right form and what to send.
Transfer individual ASX stocks held on a CHESS HIN.
Moving your whole HIN instead? That can only be done while you apply. Transfer a HIN when you sign up.
Download and complete the form
Moves individual ASX stocks from your current broker onto your Selfwealth HIN.
Print and sign in ink
Every account holder signs and dates the printed form with a pen.
Digital signatures are not accepted.
Add your photo ID
A copy of a current photo ID for each account signatory.
Commsec: Your photo ID must be certified and sent to us.
AUSIEX: Send your certified photo ID directly to AUSIEX.
Upload or email
Upload the signed form and ID in your Selfwealth application, or email them to us.
check before you send
All account holders have signed and dated the form.
The form is printed and signed in pen, not digitally.
From CommSec? Your photo ID must be certified and sent to us at Selfwealth.
From AUSIEX? Send your certified photo ID directly to AUSIEX.
Need a hand? Step-by-step guide for Individual Stock Transfers, or live chat is available 24 hours a day, 5 days a week (Monday to Friday).
US shares held with another broker or custodian.
These steps apply to Selfwealth accounts opened after 14 August 2026.
Temporarily paused for some account types. For a short time we are not accepting international transfers into Joint, Company, Trust or SMSF accounts. We will be up and running again soon.
Before you start: your Selfwealth trading account and Selfwealth International trading account must both be approved.
Download and complete the form
Moves your international shares into your Selfwealth International trading account.
Print and sign in ink
Sign the form digitally. Every account holder needs to sign.
Add your photo ID
A copy of a current photo ID for each account signatory.
email it to us
Email the signed form and a copy of your photo ID. We will move the shares once it is processed.
check before you send
Only US shares can be transferred.
No fractional shares or certificated holdings.
Shares are held by the same beneficial owner as your Selfwealth portfolio.
Need a hand? Step-by-step guide for International Transfers, or live chat is available 24 hours a day, 5 days a week (Monday to Friday).
Transfer types explained
Individual stocks
Move individual stocks from another broker onto your Selfwealth HIN, during or after your application.
HIN transfers
Bring your Holder Identification Number and holdings across. Only available during the application: choose 'transfer an existing HIN'.
Issuer-sponsored
Move holdings managed by a share registry, rather than a broker, onto your Selfwealth HIN.
FAQs
How do I open an International trading account?
To learn how to open a US trading account, click here.
Why do I need an ASX trading account to trade international securities?
What is a W-8BEN/W-8BEN-E form?
Can I transfer shares in my name to someone else?
Does it cost anything to transfer stocks to Selfwealth?
What documents do I need to verify my identity?
How to certify documents?