*Available in France only.
You can transfer your existing PEA from another financial institution to Shares. Please note that Shares only accepts transfers in cash. This means you would need to sell the assets held in your current PEA before initiating the transfer.
To transfer your PEA, follow these steps:
Go to the “Plans and Orders” section on the Invest screen.
If you do not yet have an Investment Plan, swipe right to find PEA and tap “Create a Plan”.
If you already have an Investment Plan, tap “Create a New Plan” and choose PEA.
Select “Transfer an existing PEA”
Choose Your Tax Household:
If you are under your own tax household (deposit limit 150,000 EUR)
If you are under your parents’ tax household (deposit limit 20,000 EUR
Confirm your PEA details (including account open date and total deposited amount).
Once done, tap the “Continue” button.
Review and confirm Acknowledgements and tap on “Submit”. Your PEA transfer will be in the “Account Pending” status.
Follow the instructions sent by email: You will receive an email containing a guide on the transfer as well as a document to send to the institution where your PEA is currently held. They will then contact us to carry out the transfer. If the institution has any questions, please ask them to contact us directly via transfert-pea@shares.io.
Once we have received and verified the required documents, your transfer will be completed. You will receive a push notification informing you that the transfer is validated, and you can now access your PEA on Shares.