Currently, you can transfer shares you own in companies and exchange-traded funds (ETFs) listed on the New Zealand Stock Exchange (NZX) and the Australian Securities Exchange (ASX). We hope to make it possible to transfer shares held in US investments in time!
Transfer into Sharesies
If you transfer your investments listed on the NZX or ASX-listed into Sharesies, you'll be able to 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.
You won’t be charged to transfer investments from your Common Shareholder Number (CSN), Holder Number (HN), or Shareholder Reference Number (SRN) into your Portfolio. When transferring shares from a nominee or custodial service, your broker or financial adviser might charge for this. You'll also likely need to transfer your shares to a personal CSN first.
When you transfer investments into Sharesies, your shares are held under Sharesies Nominee Limited’s Common Shareholder Number (CSN). You still own the investments! Sharesies Nominee Limited is used to hold your money and investments on bare trust for you.
Transfer out of Sharesies
You can transfer your NZX and ASX-listed shares out of Sharesies—a share transfer fee will apply.
To transfer your NZX shares out of Sharesies, you’ll also need a Common Shareholder Number (CSN). If you don’t already have one, we may be able to create an individual CSN upon request.