Let us help you transfer your Australian shares

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Not sure what transfer is right for you?

Fill out the questionnaire below

 

Decision Tree

Are you looking to transfer shares into CommSec or between CommSec accounts?

Where are the shares currently held?

Are you transferring shares from CommSec to another broker or the share registry?

You will need to complete an Off Market Transfer (OMT)

Learn more about Off-Market Transfers to get started today

Are both accounts registered under the exact same name and postal address?

Great!

Follow these instructions carefully to complete your share transfer (B2B).

Please restart the decision tree.
Transfer shares out of CommSec

Find out how

I'm not sure

Let us help you find your shares.

Let us help you!

To continue with your share transfer, either update your details with CommSec or the other broker to ensure your details match.

You will need to complete an Off-Market Transfer (OMT). Learn more about Off Market Transfers to get started today.
I'm not sure

Let us help you find your shares.

Are both accounts registered under the exact same name and postal address?

Are you looking to sell these shares now?

Great!

Follow these instructions to sell your issuer shares.

Great!

Follow these instructions to sell your issuer shares.

Let us help you!

To continue with your share transfer, either update your details with CommSec or the other broker to ensure your details match.

You will need to complete an Off-Market Transfer (OMT)

Learn more about Off Market Transfers to get started today.

I'm not sure

Let us help you find your shares.

Great!

Follow these instructions to sell your issuer shares.

Great!

Follow these instructions carefully to complete your Issuer to CHESS transfer.

 

Get to know the process

During the share transfer process, there are five main points of progress that your application will go through. Discover the process below:

logic of investing

Request initiated

You have begun your share transfer request with CommSec

Investing 101

Request received

CommSec has received your transfer request

Essential terminology

CommSec checks completed

CommSec has reviewed your request and completed checks of the internal account, account holder and holdings

Essential terminology

Existing broker / Issuer checks completed

CommSec has submitted your transfer request to your existing broker or share registry for external checks

Essential terminology

Request completed

Your share transfer request has been completed, any shares will be visible in the destination account overnight

At any stage, you may see that your request shows an ‘Action required’ notification. You will receive this notification when we need your help to complete the request. Here, we will share the steps involved to resolve any issues, including the relevant support team contact details. 


ATTENTION:  

Customer details such as full names (including salutation & middle names) and postal addresses must match EXACTLY between both the originating and destination brokers or accounts. To confirm your details, read what you need to do here before continuing. 

 

Important Information

This hub is to assist in the transfer of Australian shares only. For other transfer types, navigate to one of the links below:


Margin Loan transfers

Transfer your shares for your margin loan to increase its lending value or to cover a buffer.


Transferring internationally

Learn about transferring shares internationally.

By clicking on the "Download the CommSec App" buttons above, you will be directed to itunes.apple.com or play.google.com. These sites are not affiliated with CommSec and may offer a different Privacy Policy and level of security.

 

Disclaimer

© Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814 (CommSec) is a wholly owned but non-guaranteed subsidiary of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945. CommSec is a Market Participant of ASX Limited and Cboe Australia Pty Limited, a Clearing Participant of ASX Clear Pty Limited and a Settlement Participant of ASX Settlement Pty Limited.

The information on this page has been prepared without taking into account your objectives, financial situation or needs. For this reason, any individual should, before acting on this information, consider the appropriateness of the information, having regards to their objectives, financial situation or needs, and, if necessary, seek appropriate professional advice.

The content on this page may not be distributed or reproduced without prior consent and any unauthorised use of the content may breach copyright provisions. CommSec does not give any representation or warranty as to the accuracy, reliability or completeness of any content on this page, including any third party sourced data, nor does it accept liability for any errors or omissions.

This site is directed and available to and for the benefit of Australian residents only.

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