I need help finding my shares

 

To determine where your shares are currently held, please locate your most recent share statement, which could be in the form of a physical letter received in the mail, or over email.

Your statement will look something like this:

 

 

Now that you know where your shares are held, please restart the decision tree to find out which share transfer is right for you. 

 

 

If your statement say ‘HIN’ or ‘CHESS Holding Statement’ on the top right corner, this means your shares are held with a broker.

If your statement says ‘SRN’ on the top right corner, your shares are held with the share registry.

 

Employer issued shares are typically held with a share registry. This means that they will be held under an SRN.

Learn more about employer issued shares or start your transfer today.

 

 

SRN stands for Securityholder Reference Number. An SRN is used to identify the owner of shares that are administered and maintained by a share registry, making the shares issuer sponsored.

 

We understand how difficult it is to lose someone close to you. We’ve provided a step by step guide on how to best manage their CommSec account.

Alternatively, transfer shares from a deceased estate CommSec CHESS sponsored account. 

 

 

To find your international shares, simply log in to your CommSec account and select Portfolio to find all of your trading accounts, both domestic and international.

 

I’m not sure if my destination account details match my origination account details

 

For shares held with CommSec, you can update your name, email or postal address by logging into your CommSec account, then selecting Settings and View or edit details.

 

 

For shares held by another broker that you wish to transfer into CommSec, you must call your respective broker to confirm, update or change your details.

 

 

For shares administered and maintained by a share registry that you wish to transfer into CommSec, you must contact the relevant share registry to confirm, update or change your details.

 

 

Find out if the discrepancies in your account details are acceptable. If so, you may continue your share transfer. If the discrepancies between account details are not listed on the approved variations list and hence, are considered unacceptable, please update your details in CommSec, update your details in the share registry, or update your details with another broker by calling them before continuing your share transfer.

 

 

  If you are still unsure where your shares are being held, please contact us.

Still not sure what transfer to do?

Follow the decision tree 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.

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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