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

To transfer shares held with another broker to your CommSec trading account you need to complete a Broker to Broker Transfer Form. The shares you wish to transfer must have identical registration details to your CommSec trading account. If registration details differ by even one character, such as 'Ms' instead of 'Mrs', your transfer will be unsuccessful. You will need to change these details with the broker holding the shares before completing the form.
 

  1. Download the CHESS sponsorship form from the website by logging into your CommSec account and navigating to Support > Forms & Brochures: Shares > CHESS Sponsorship and Broker to Broker Request Form or click here

  2. Nominate whether you would like your Holder Identification Number (HIN) or some of your shares to be transferred to CommSec then sign the 'Agreement' section at the bottom of the form.

  3. Post the signed, completed form to:

    CommSec - Conversions
    Locked Bag 22
    Australia Square
    NSW 1215
 

If you are already CHESS sponsored with CommSec, you can fax the form to us on (02) 9280 7023.

Your request will be completed within approximately 48 to 72 hours of receipt. If your shares are held in another entity, for example yourself in trust for a super fund, you need to complete an Off Market Transfer. If your shares are held with the share registry, complete an Issuer to Broker request.

Answers others found helpful

 

Disclaimer

This site is directed and available to and for the benefit of Australian residents only. © Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814 ("CommSec") is a wholly owned, but non guaranteed, subsidiary of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 and both entities are incorporated in Australia with limited liability.

By clicking on the "Download the CommSec App" buttons above, you will be directed to itunes.apple.com or play.google.com. These sites are not affiliated with CommSec and may offer a different Privacy Policy and level of security.

Top