If you already own shares, you can transfer some or all of your holdings to your SIX account. All you need to do is send us your existing account details and sign the paperwork, and we'll sort out the rest!
When you join SIX, you are automatically set up with a unique HIN (Holding Identification Number). You can have separate HINs with separate brokers; if you already hold shares with another CHESS-sponsored broker, you probably have an existing HIN attached to that account.
Moving shares from an account with an existing HIN is called a Broker-to-Broker Transfer; your shareholdings stay in your name, but will be linked to your SIX HIN instead. If you use a share registry account for any reports or dividends, make sure to link your SIX HIN after your transfer.
✳️ How to request a transfer
📄You provide the transfer details to SIX
📄You provide the transfer details to SIX
Here's what you'll need:
🏢 Your existing broker’s details
Broker name (e.g. nabtrade, Selfwealth, Finclear):
Your broker’s PID (Participant Identification Number):
👤 Your details (as they appear on your existing account)
Your HIN (Holding Identification Number):
Your account number (if applicable):
Full name:
Address:
📊 Your share details
ASX security code/s:
Security name/s:
Quantity of shares:
Average price per share:
If you need help finding any info, you can see our tips here (link to other FAQ pending). If in doubt, just ask your existing broker for a statement showing your current details and shareholdings.
➡️ SIX initiates the transfer
➡️ SIX initiates the transfer
The SIX team will begin the transfer in our system and generate a pre-filled form with the details you provided for you to review and sign.
✍️You sign and return the transfer form to SIX
✍️You sign and return the transfer form to SIX
The form needs to be signed with a wet signature (pen on paper), but can be returned electronically. You’ll also need to provide a copy of your current photo ID (licence or passport) to ensure that your broker can verify your details and approve the transfer.
Please note that the signature on your form needs to match your ID.
📩 SIX submits your transfer request on your behalf
📩 SIX submits your transfer request on your behalf
We’ll send everything to your current broker, who will review and verify the details - this may take a few business days.
✅ SIX notifies you when the shares are in your account
✅ SIX notifies you when the shares are in your account
We'll be in touch when the transfer is successful or if we need further info from you!
✴️ Things to remember
💸 Check for transfer fees
💸 Check for transfer fees
Before filing your request, make sure to check if there are any applicable transfer fees with your existing broker. (Don’t worry, SIX doesn’t charge any fees for joining or transfers.)
📦 $500 minimum parcel limit
📦 $500 minimum parcel limit
Under the ASX’s Operating Rules (8.10.2), the minimum “marketable parcel” (MMP) is $500 for each shareholding (i.e. shares in a single company or security).
If you hold a parcel of a single type of share worth less than $500, you won’t be able to transfer it to your SIX account. You can choose to purchase more shares and top up your parcel before transferring, sell them via your existing broker (if possible), or leave them in your existing account while you decide what to do.
The only exception to the $500 transfer minimum is if you are transferring to an account that already holds some of the same type of shares, and the combined total of your holdings will exceed the $500 threshold.
🗃️ How to find your current broker’s details and PID
🗃️ How to find your current broker’s details and PID
If you’re not sure where to find your broker’s name and PID (Participant Identification Number), your most recent statement is a good place to look. You can also see a list of common PIDs here (link to other FAQ pending)
The easiest way to see the security codes, quantity and average price of your shares is in a holding statement. You can often generate a holding statement in your online share registry account, or ask your broker to provide one.
⌛️ How long will it take?
⌛️ How long will it take?
Once we send off the transfer request, your existing broker should verify the details within 2 business days, and your shares should arrive in your SIX account within 5 business days.
If there's any mismatched or incorrect details, your existing broker may reject the transfer. To make sure your request is completed as quickly and easily as possible, we recommend that you enter your information carefully. If you have any questions, let us know before we finalise the paperwork!
What if my shares are Issuer Sponsored?
What if my shares are Issuer Sponsored?
If you hold Issuer Sponsored Shares and your holdings are held under an SRN, you can still transfer your shares to SIX even though we are CHESS sponsored. This is called an Issuer to CHESS conversion. To start this process and transfer your issuer sponsored shares, please get in touch and we'll walk you through the process.