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What information do I need to provide to transfer shares in?

For digital share transfers in, you’ll need:

  • Your broker account details (e.g. HIN or account number)
  • A valid government-issued photo ID
  • A signature upload

Your account details must exactly match between brokers. If they don’t, the transfer may be rejected.

If your account has more than one signatory, you’ll be redirected to a form upload flow before your transfer can be processed.