Sharesies offers three types of US transfers. Please use the list below to determine which type of transfer you’ll need.
DriveWealth partner transfer
A transfer between two DriveWealth partners, including:
Hatch
Revolut
Stake
Superhero
Depository Trust Company (DTC) transfer
Where the broker is not a DriveWealth partner, including:
ASB Securities
Bank of America Company
BlackBull
Charles Schwab
CommSec
Craigs Investment Partners
E-Trade
Fidelity Investments
Forsyth Barr
Hobson Wealth
Interactive Brokers
Jarden
Morgan Stanley
Robinhood
Shareworks
Tiger Brokers
TradeStation
UBS Financial Services
Direct Registration System (DRS) transfer
Transferring shares to or from a transfer agent (also known as a share registry), including:
Colonial Stock Transfer Co
Computershare
Equiniti (previously AST)
Can’t see the broker or transfer agent in the list? Please contact us at transfers@sharesies.co.nz for help.