You can transfer the shares you own in companies and exchange-traded funds (ETFs) from the following exchanges into Sharesies:
New Zealand Stock Exchange (NZX)
Australian Securities Exchange (ASX)
New York Stock Exchange (NYSE)
Chicago Board Options Exchange (CBOE)
When you transfer investments into Sharesies, you still own the investments. Sharesies Nominee Limited is used to hold your money and investments on bare trust for you.
Once the transferred shares are in your Portfolio, you can view, buy, and sell them all in one place. We'll take care of some of the admin for you—like organising dividend payments, and facilitating some corporate actions for you.
To transfer NZX-listed shares out of Sharesies, you’ll need a Common Shareholder Number. If you don’t already have one of these, we may be able to create one for you if you reach out to email@example.com.
For US shares, you’ll need an account with a broker or platform other than Sharesies that allows US share transfers.
For ASX-listed shares, you’ll need a Shareholder Reference Number. If you don’t already have one of these, one can be created for you as part of the transfer process.