If you’ve decided to move your portfolio from Shares to another platform, we’ve got you covered. Here’s what you need to do.
What you need to know
Before initiating the transfer, please note:
We can only transfer equities (shares and ETFs), crypto assets aren’t supported.
Only full shares can be transferred. You’ll need to sell any fractional shares before requesting a transfer.
There may be fees for outgoing transfers. Our team will let you know if any apply.
How to request a transfer
If everything is in order, simply send an account transfer request to our email transfert-titres@shares.io. Be sure to include:
The name of the new platform where you’d like to transfer your investments.
A transfer request form from the new broker with all the details pertaining to the transferred positions and the new account details where positions should be transferred to
Once we receive your request, we’ll verify the details and get the transfer started for you!
If you're ever interested in transferring your investments back to Shares in the future, please refer to the How to transfer your existing investing account to Shares? article to initiate the transfer process.