*Available in France only
At Shares Pro, you can seamlessly transfer an existing PEA (Plan d'Épargne en Actions) from another financial institution on behalf of your client. Follow these simple steps to ensure a successful transfer:
Step 1: Prepare for the Transfer
Sell Current Holdings: Since we only accept PEA transfers in cash, your Client must sell all positions held under their current PEA.
Transfer request: Your Client will need to reach out to you to initiate the transfer through the Shares Pro platform.
Step 2: Initiate the Transfer on the Platform
Log in to the Platform
To log in to the Platform, please refer to our guide: How to Sign in to the Shares Pro Platform.
Select Your Client
Navigate to the left-side menu, find your Client, and click on their name. If you didn’t create a Client account yet please check our article: How to create Clients with personal accounts?
Select the Account Type
At the top of the client’s profile screen, choose PEA as the account type.
Click on “Transfer an Existing PEA.”
Submit the Transfer Request
Fill in all the required information in the provided form.
Click “Submit Request.”
Step 3: Client Review and Approval
Once the transfer request is submitted, your client will receive an email containing:
A transfer request letter confirming their intention to transfer the PEA to Shares PRO.
A Certificate of Issuance, instructing the client’s current provider to send the Bulletin d’Informations Fiscales (BIF) to transfert-pea@shares.io.
Client Action Required:
The client must review and approve the transfer request via email.
The client is also responsible for sending the Certificate of Issuance to their current provider.
Step 4: Completion of the Transfer
Once all necessary documents (including the Bulletin d’Informations Fiscales) are received and verified by Shares, the PEA account will be officially transferred.
You can then proceed to create a Plan for your client. For detailed instructions, see our article: How to create and manage a Plan on the Shares Pro platform?