Transferring your shares from another broker to your Selfwealth Holder Identification Number (HIN) is a straightforward process. You will need to complete a broker to broker transfer form and provide a copy of your proof of identity for signature verification.
Before you begin
Please have the following ready before completing the form:
- Your account details with your current broker, including your HIN or Account ID if transferring from a custodian broker.
- Your Selfwealth trading account details.
- A copy of proof of identity for all account holders. A current driver's licence or passport is accepted. If transferring from CommSec or AUSIEX, the identity document must be certified.
Completing the transfer form
Section 1: Your Selfwealth account details
Enter your Selfwealth trading account details in this section.
- Your Selfwealth ID can be found by following the instructions in your account settings.
- Your Selfwealth Trading Account Name is the name of the individual or entity the account is held under.
Section 2: Your details at the other broker
Enter your trading account details with your current broker.
- Sponsoring Broker: the name of your current broker.
- Participant Identification Number (PID): each broker trading on the ASX is assigned a PID. Selfwealth's PID is 3772. If unsure, check your CHESS statements, contact your broker, or visit their website.
- Account Name: this must match the name registered with Selfwealth exactly.
- Account Designation: required if the account is held under a company, trust or self-managed superannuation fund. For more information, see What is an Account Designation?
- Registered Address: this must match the address registered with Selfwealth.
HIN or Account ID: enter your HIN from your other broker. Please note that some brokers operate on a custodial model, meaning they will not allocate a HIN to you (for example, IG Markets or Superhero). If your other broker has not allocated a HIN to you, enter your Account ID instead.
Section 3: Holdings to transfer
List the holdings you wish to transfer. You can include up to 10 holdings per page. If you wish to transfer more than 10 holdings, please refer to page 4 of the form. For each holding, please include:
- The ASX ticker code, for example SWF for Selfwealth shares.
- The name of the holding, being the company name for shares or the fund name for ETFs.
- The quantity of shares you wish to transfer.
Section 4: Signatures
All account holders must sign and date the form in pen. Digital signatures are not accepted. If your holdings span more than one page, please ensure each additional page is also signed and dated.
You are also provided with an extra page at the bottom of the form just in case all of your holdings do not fit on one page. You can include as many of these extra pages as you would like, as long as all of them are signed and dated at the bottom.
Submitting the form
Once the form is complete, email it to us at support@selfwealth.com.au along with a copy of photo identity for each person who has signed the form. If transferring from CommSec or AUSIEX, please ensure the identity documents are certified.
Once we receive your form, we will manage the rest of the process on your behalf. You will receive an email confirmation once your transfer has been approved by your other broker.
Important note about average price
When shares are transferred to your Selfwealth account, the average purchase price is not carried across. This means your performance information will not display correctly until the average price has been updated. You can update this manually within your account. Please refer to our average price guide for step-by-step instructions.