Opening an Account

Available Investments

About Stake

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Funding your Account

Making Withdrawals

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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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How do I transfer my portfolio to Stake?

Make the smart switch to Stake. Invest in over 6,000 US stocks, no FX fees per trade and no account fees.

Plus for your first transfer over $500, you’ll get a free Dropbox stock (free stock available for all full portfolio transfers over US$500 only). 

If you already have the Stake app, follow the instructions below. If you don’t have the Stake app, download it here first.

To transfer your portfolio: 

  • Open the app and login to your Stake account
  • Click the ‘Account’ icon on the bottom right
  • Click ‘Portfolio Transfers’ and follow the instructions

Check if your current broker charges fees to transfer out of their service.

See Stake pricingterms & conditions and privacy policy.

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