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How to transfer shares into and out of Sharesies
How to transfer shares into and out of Sharesies

Learn how to transfer NZX-listed, ASX-listed, and US shares into or out of Sharesies.

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Written by Sharesies Help
Updated this week

NZX-listed shares

You can transfer shares that are listed on the New Zealand Stock Exchange (NZX) from a Common Shareholder Number (CSN) or Holder Number (HN) into Sharesies.

You can only transfer NZX-listed shares out of Sharesies to a CSN—New Zealand share registries do not accept share transfers to a HN.

Request a share transfer

  1. Log in to Sharesies.

  2. Go to your investment portfolio > Manage > Transfer shares.

  3. Select Transfer in or Transfer out.

  4. Select NZX from the list of stock exchanges.

  5. Add your CSN or HN, and your Faster Identification Number (FIN).

  6. Sharesies will then verify or reject your details. We’ll send you an email letting you know the outcome within two business days.

  7. Enter the investment you want to transfer.

  8. Enter the number of shares you want to transfer. To transfer in, enter the amount of shares that you hold in that investment and the average price you paid for each share. If you don’t enter an average price when transferring in, we’ll use the latest close price. When transferring out, we'll use the average price you've paid per share.

  9. Select Next and review your transfer request. Once you’re good to go, confirm your transfer request.

  10. Once requested, it should take two business days for the share transfer to complete.

You don’t need to complete the process in one session—you can save your progress along the way.

Joint CSN/HN

For transfers coming into or out of Sharesies from a joint CSN or HN, we require consent from all investors on the CSN or HN where the investments are coming from.

To get this consent, they’ll need to be a Sharesies customer, and we’ll need to receive their confirmation through email at transfers@sharesies.co.nz.

Once requested, transferring shares into or out from a joint CSN or HN may take longer than two business days.

US shares

Request a share transfer

  1. Log in to Sharesies.

  2. Top up your Wallet or exchange currencies so you have enough USD to cover the share transfer fee.

  3. Go to your investment portfolio > Manage > Transfer shares.

  4. Select Transfer in or Transfer out.

  5. Select NYSE, NASDAQ, or CBOE from the list of stock exchanges.

  6. Select the platform that your shares are held with.

  7. Add your brokerage account number, and if needed, your IRD number.

  8. Check and confirm that your name matches the one on your brokerage account statement.

  9. Enter the investment(s) that you want to transfer.

  10. Confirm the details are correct in the summary.

  11. If prompted—download and fill out a transfer form. This can be done digitally.

  12. Upload a clear image of your brokerage account statement, and your completed transfer form if needed. Then submit your request.

  13. Contact the platform that holds your shares to inform them of your transfer. You can direct them to transfers@sharesies.co.nz if they have any questions.

  14. Once we’ve received all the correct info, transfers usually take 5-10 business days to complete. We’ll contact you if we need anything more from you.

You don’t need to complete the process in one session—you can save your progress along the way.

ASX-listed shares

You can transfer shares that are listed on the Australian Securities Exchange (ASX) from a Shareholder Reference Number (SRN) or Holder Identification Number (HIN) into and out of the Sharesies platform.

Request a share transfer

  1. Log in to Sharesies.

  2. Go to your investment portfolio > Manage > Transfer shares.

  3. Select Transfer in or Transfer out.

  4. Select ASX from the list of stock exchanges.

  5. Add your SRN/HIN.

  6. If you’re doing a HIN transfer, you will need to add the PID. You can find a list of PIDs here.

  7. Check and confirm that your name and address match those on your Holding Statement.

  8. Enter the investment(s) that you want to transfer.

  9. Enter the price paid per share, and the number of shares to transfer for each allotment of shares received.

  10. Confirm that the details are correct in the summary.

  11. Print and sign the transfer form with a black or blue pen—we can’t accept digital signatures—then upload a clear image of the signed form.

  12. Upload your Holding Statement and valid ID.

  13. Submit the application.

  14. Once we’ve received all the correct info, transfers usually take between 15–30 business days to complete. We’ll contact you if we need anything more from you.

You don’t need to complete the process in one session—you can save your progress along the way.

Confirming your SRN transfer with a share registry

When you transfer shares to an SRN, the share registry that holds your shares will mail you a confirmation letter. This letter is sent to the address you put on your Sharesies transfer form, and you’ll receive a separate letter for each investment you transfer.

If you don’t receive your confirmation letter and want to confirm your holdings, you’ll need to contact the relevant share registry. To do this:

  1. Search for and select the investment you want to query.

  2. Locate the relevant share registry’s contact details.

  3. Get in touch with them to confirm your holding for that investment.

Joint, trust, or company SRNs

We’re only able to accept transfers from individual SRN/HINs. We do not accept transfers from joint SRN/HINs, trusts, or companies.

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