How do I transfer shares held with another broker to CommSec?

To transfer shares held with another broker to CommSec, you’ll firstly need to open a CommSec trading account. Once you have a CommSec account you’ll need to complete a Broker to Broker Transfer Form. 

You can obtain the form from our website by logging into your account and navigating to Help > Forms & Brochures > Australian Shares > Transfer of Holdings FROM another broker TO CommSec or click here.

When completing the form, you must choose whether you want to transfer your entire Holder Identification Number (HIN) including all shares held with the other broker to CommSec, or simply nominate individual holdings to transfer to your CommSec account (No HIN transfer).

Once completed, you can email or post the signed, completed form to:

     Email - shares@commsec.com.au

     Post   - CommSec - Conversions
                   Locked Bag 22
                   Australia Square
                   NSW 1215

Your request will be completed within approximately 48 to 72 hours of receipt. If your shares are held in a different name to your CommSec account, for example yourself in trust for a super fund, you’ll need to complete an Off Market Transfer. If your shares are held with a share registry, please complete an Issuer to CHESS request.

Important note: For the transfer to be successful, the name and address recorded with the shares must be identical to your CommSec trading account. If the details differ by even one character, such as 'Ms' instead of 'Mrs', your transfer won’t be successful. You should update any differences with the other broker before completing the form or alternatively you can authorise CommSec to request any necessary changes, by ticking the checkbox in ‘Section A’ on the form.

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