Let us help you transfer your Australian shares

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Not sure what transfer is right for you?

Fill out the questionnaire below

 

Decision Tree

Are you looking to transfer shares into CommSec or between CommSec accounts?

Where are the shares currently held?

Are you transferring shares from CommSec to another broker or the share registry?

You will need to complete an Off Market Transfer (OMT)

Learn more about Off-Market Transfers to get started today

Are both accounts registered under the exact same name and postal address?

Great!

Follow these instructions carefully to complete your share transfer (B2B).

Please restart the decision tree.
Transfer shares out of CommSec

Find out how

I'm not sure

Let us help you find your shares.

Let us help you!

To continue with your share transfer, either update your details with CommSec or the other broker to ensure your details match.

You will need to complete an Off-Market Transfer (OMT). Learn more about Off Market Transfers to get started today.
I'm not sure

Let us help you find your shares.

Are both accounts registered under the exact same name and postal address?

Are you looking to sell these shares now?

Great!

Follow these instructions to sell your issuer shares.

Great!

Follow these instructions to sell your issuer shares.

Let us help you!

To continue with your share transfer, either update your details with CommSec or the other broker to ensure your details match.

You will need to complete an Off-Market Transfer (OMT)

Learn more about Off Market Transfers to get started today.

I'm not sure

Let us help you find your shares.

Great!

Follow these instructions to sell your issuer shares.

Great!

Follow these instructions carefully to complete your Issuer to CHESS transfer.

 

Get to know the process

During the share transfer process, there are five main points of progress that your application will go through. Discover the process below:

logic of investing

Request initiated

You have begun your share transfer request with CommSec

Investing 101

Request received

CommSec has received your transfer request

Essential terminology

CommSec checks completed

CommSec has reviewed your request and completed checks of the internal account, account holder and holdings

Essential terminology

Existing broker / Issuer checks completed

CommSec has submitted your transfer request to your existing broker or share registry for external checks

Essential terminology

Request completed

Your share transfer request has been completed, any shares will be visible in the destination account overnight

At any stage, you may see that your request shows an ‘Action required’ notification. You will receive this notification when we need your help to complete the request. Here, we will share the steps involved to resolve any issues, including the relevant support team contact details. 


ATTENTION:  

Customer details such as full names (including salutation & middle names) and postal addresses must match EXACTLY between both the originating and destination brokers or accounts. To confirm your details, read what you need to do here before continuing. 

 

Important Information

This hub is to assist in the transfer of Australian shares only. For other transfer types, navigate to one of the links below:


Margin Loan transfers

Transfer your shares for your margin loan to increase its lending value or to cover a buffer.


Transferring internationally

Learn about transferring shares internationally.

 

Disclaimer

The information has been prepared without taking account of the objectives, financial situation or needs of any particular individual. For this reason, any individual should, before acting on this information, consider the appropriateness of the information, having regards to the individual's objectives, financial situation or needs, and, if necessary, seek appropriate professional advice. You can view the Share Trading Terms and Conditions, CommBank Transaction, Savings and Investment Account Terms and Conditions, Product Disclosure Statement, Best Execution Statement and Financial Services Guide, and should consider them before making any decision about these products and services.

The Commonwealth Direct Investment Account (CDIA) is issued by Commonwealth Bank of Australia. ABN 48 123 123 124 AFSL 234945. This product is administered by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814 (CommSec), a wholly owned but non-guaranteed subsidiary of the Commonwealth Bank of Australia. CommSec is a Market Participant of ASX Limited and Cboe Australia Pty Limited, a Clearing Participant of ASX Clear Pty Limited and a Settlement Participant of ASX Settlement Pty Limited. The target market for the CDIA can be found within the product’s Target Market Determination, available at commbank.com.au/tmd.

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