If you have more than one portfolio
Transferring works the same way—there’s just an extra step to choose which portfolio is involved:
Transferring in: choose which portfolio you want the investments to go into.
Transferring out: choose which portfolio you’re transferring from. You can only transfer out of one portfolio at a time.
Transferring out an investment held in more than one portfolio
If you hold an investment across more than one portfolio and want to transfer all of the investment out, move it into one portfolio first.
Use Move investments to bring all of the shares together, then transfer all of them out from that portfolio. This avoids extra fees from making a separate transfer out of each portfolio.
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—Sharesies doesn’t support share transfers to an HN.
Request a share transfer
Log in to Sharesies.
Go to Manage > Transfer investments.
Select Transfer in or Transfer out.
If you have more than one portfolio, choose which portfolio you’re transferring into or out of.
Select New Zealand Stock Exchange (NZX) from the list of exchanges.
If you’ve used a CSN or HN previously on Sharesies, you can select it to transfer from (if you’re transferring shares out, you’ll only be able to select a CSN), or you can add a new one.
Enter your CSN or HN, and your Faster Identification Number (FIN), along with the Sharesies account email addresses for any joint holders.
If you’re transferring shares in from a CSN, you can choose to transfer all the shares it holds, or select the specific investments you want to transfer.
Enter the number of shares you want to transfer. To transfer in, enter the number of shares 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.
Select Next and review your transfer request. Once you’re good to go, confirm your transfer request.
Once requested, it can take up to two business days for the share transfer to complete.
Jointly held CSNs and HNs
All transfers to or from a jointly held CSN or HN need to be approved by all joint holders.
Every joint holder will need to have a Sharesies account to give their approval for the transfer. We require this to verify their identity.
When requesting to transfer shares, you’ll need to confirm whether the CSN or HN is jointly held, and enter the Sharesies account email addresses for all joint holders.
Once you’ve made your transfer request, we’ll contact the joint holder(s) for their approval. We’ll only proceed with the transfer after we’ve received approval from all joint holders.
Transferring shares to or from a joint CSN or HN may take longer than two business days.
US-listed shares
Request a share transfer
Log in to Sharesies.
If you’re transferring shares out, top up your Wallet or exchange currencies so you have enough USD to cover the share transfer fee.
Go to Manage > Transfer investments.
Select Transfer in or Transfer out.
If you have more than one portfolio, choose which portfolio you’re transferring into or out of.
Select NYSE, NASDAQ, or CBOE from the list of stock exchanges.
Select the transfer type.
Add your brokerage account number and, if needed, your IRD number.
Check and confirm that your name matches the one on your brokerage account statement.
Enter the investment(s) that you want to transfer.
Confirm the details are correct in the summary.
If prompted, download and fill out a transfer form. This can be done digitally.
Upload a clear image of your brokerage account statement, and your completed transfer form if needed. Then submit your request.
Contact the platform that holds your shares to let them know about your transfer. You can direct them to transfers@sharesies.co.nz if they have any questions.
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
Log in to Sharesies.
Go to Manage > Transfer investments.
Select Transfer in or Transfer out.
If you have more than one portfolio, choose which portfolio you’re transferring into or out of.
Select ASX from the list of stock exchanges.
Add your SRN/HIN.
If you’re doing a HIN transfer, you’ll need to add the PID. List of PIDs.
Check and confirm that your name and address match those on your Holding Statement.
Enter the investment(s) that you want to transfer.
Enter the price paid per share, and the number of shares to transfer for each allotment of shares received.
Confirm that the details are correct in the summary.
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.
Upload your Holding Statement and valid ID.
Submit the application.
Once we’ve received all the correct info, transfers usually take 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:
Head to the ASX’s website.
Search for and select the investment you want to query.
Locate the relevant share registry’s contact details.
Get in touch with them to confirm your holding for that investment.
Transfer from a jointly held SRN/HIN
You may be able to transfer jointly held shares from another platform to a Sharesies account that’s solely in your name. Any shares will be transferred to the Sharesies account that has requested the share transfer.
Follow the standard share transfer process, but take the following actions:
Confirm the details at the Name on your holding statement step (even though it doesn’t list all holders).
Download the ‘Sharesies off-market transfer form’ (we’ll also email it to you), and add the second joint holder’s name beside the existing joint holder’s name. The form must name both of the joint account holders.
Both joint account holders will need to initial beside the manually added name at the top of the page, and both sign the form at the bottom of the page.
Each joint account holder will need to supply a copy of a photo ID. Each ID needs to show a signature that matches the signature on the ‘Sharesies off-market transfer form’.
Finally, all share transfers from a joint account need to be approved by all joint account holders.
Each joint account holder will need to have a Sharesies account in their individual name. We require this to verify the account holder’s identity, and to get their approval for the transfer to take place.
Transfers to jointly held accounts
We’re unable to process share transfers from a Sharesies account to a jointly held account on another platform.
However, you may be able to work around this by:
Transferring the shares from a Sharesies account in your name to an account on another platform in your name.
On the other platform, transferring from the account in your name to the joint account.
Transfer from a trust or company
You may be able to transfer shares from a trust or company account to a Sharesies account in your name.
For more info, reach out to transfers@sharesies.co.nz.
Transfer from a custodial service
Generally, we can transfer ASX-listed shares to or from a platform that holds your shares through a custodial service (rather than on an individual HIN in your name).
If you’re unsure how your shares are held, contact your current platform or visit their website to find out.
To request a custody transfer in the Sharesies app:
Select a HIN transfer.
Enter X000000000 as the HIN.
Provide the participant identification number (PID) of your current broker.
If you’re unsure of your broker’s PID, find it on this list of broker PIDs, or leave the field blank and just provide the broker name in the field provided.
Before we can proceed with a custody transfer into Sharesies, you’ll need to request and complete a transfer form with your current broker. You can also request a form from transfers@sharesies.co.nz.
If your investment is jointly held in custody, see the instructions above for transferring from a jointly held account.
NZ-listed bonds
You can transfer bonds that are listed on the New Zealand Debt Exchange (NZDX) from a Common Shareholder Number (CSN) or Holder Number (HN) into Sharesies.
You can only transfer NZX-listed bonds out of Sharesies to a CSN—Sharesies doesn’t support bond transfers to an HN.
Bonds can only be transferred in increments of $1,000.
Request a bond transfer
Log in to Sharesies.
Go to Manage > Transfer investments.
Select Transfer in or Transfer out.
If you have more than one portfolio, choose which portfolio you’re transferring into or out of.
Select New Zealand Stock Exchange (NZX), including Debt Market (NZDX) from the list of exchanges.
If you’ve used a CSN or HN previously on Sharesies, you can select it to transfer from (if you’re transferring bonds out, you’ll only be able to select a CSN), or you can add a new one.
Enter your CSN or HN, and your Faster Identification Number (FIN), along with the Sharesies account email addresses for any joint holders.
If you’re transferring bonds in from a CSN, you can choose to transfer all the bonds it holds, or select the specific investments you want to transfer.
Enter the amount you want to transfer, in increments of $1,000. To transfer in, enter the amount you hold in that investment and the average price you paid. 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.
Select Next and review your transfer request. Once you’re good to go, confirm your transfer request.
Once requested, it can take up to two business days for the bond transfer to complete.