Security Alert: Scam Text Messages

We’re aware that some nabtrade clients have received text messages claiming to be from [nabtrade securities], asking them to click a link to remove restrictions on their nabtrade account. Please be aware this is likely a scam. Do not click on any links in these messages. nabtrade will never ask you to click on a link via a text message to verify or unlock your account.

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How to

Transfer your shares to nabtrade

Issuer Sponsored shares vs Broker Sponsored shares

The way you transfer your shares will depend on how your shares are Sponsored.

As a shareholder, you can choose to register the legal title to your shares on either the: 

  • CHESS sub-register - managed by the ASX via a Sponsoring Broker eg nabtrade, or 
  • Issuer Sponsored sub-register - maintained by the company who issued the shares. Most companies engage a share registry to administer the sub-register on their behalf eg Computershare or Link Market Services. 

You can find out how your shares are held from the reference number on the top right corner of your latest holding or dividend statement.

  • If the reference number on your statement begins with an ‘I’ this is a Shareholder Reference Number (SRN) which means your shares are Issuer Sponsored.

You will have a unique SRN for each Issuer Sponsored holding.

  • If it begins with an ‘X’ you have a Holder Identification Number (HIN) and the ownership of your shares is registered electronically with CHESS by a Sponsoring Broker. Your unique HIN can register multiple securities.


Still need help?  Email enquiries@nabtrade.com.au  |  Call 13 13 80

Convert holdings from Issuer Sponsored to Broker (CHESS) Sponsored

It’s easy to convert your existing Issuer Sponsored shares onto your nabtrade HIN. You can complete this process online.

Transfer steps

  1. Log into nabtrade using your customer number and password
  2. Hover over the Admin tab from the main navigation bar and select Permissions
  3. Click on the Apply link next to Issuer Sponsored Conversion

Submitting this request authorises nabtrade’s Sponsoring Broker, WealthHub Securities, to convert and register your shares with us. 

Things to know

So your conversion can be actioned quickly, please make sure:

  • the CHESS name and address details on your nabtrade account exactly match the details held at the share registry.
  • all account holders authorise the request with their signature. Your trading PIN is your electronic signature when submitting the request online. Any additional account holders will need to authorise by completing the ‘Outstanding Action’ on the administration pages of the website. Once all account holders have authorised the request will be submitted electronically to the ASX.
  • you have no open orders for the shares you are transferring.

Transferring Broker Sponsored shares to nabtrade

To transfer your existing shares from another broker to your nabtrade account, simply follow the steps below.

Transfer steps

  1. Log into nabtrade using your customer number and password
  2. Hover over the Admin tab from the main navigation bar and select Permissions
  3. Click on the Apply link next to Broker Sponsored Transfer and follow the onscreen prompts
  4. After pressing the ‘Submit’ button, print the form (PDF) and complete any outstanding information
  5. Send the form to us at enquiries@nabtrade.com.au or via mail to: nabtrade, GPO Box 4545, Melbourne VIC 3001

(!) Please note, we cannot finalise the transfer until we receive your completed form and relevant supporting documents.

Things to know

So we can process your transfer quickly, please make sure:

  • you print the print the pdf form after pressing the ‘submit’ button, and post the form to us
  • the name and address details listed on your nabtrade account are the same as the details held with the current Sponsoring Broker. If these are not the same, your request may be delayed or rejected
  • all account holders sign the transfer form
  • lines are drawn through any mistakes on the form and initialled by all signatories on the account
  • you have no open orders for the shares you are transferring
  • you include your latest CHESS Holding Statement with your request.

Transferring shares to your margin loan with NAB Equity Lending

If your nabtrade account is funded by a NAB Equity Lending margin loan, you must transfer your holdings to National Margin Services, NAB Equity Lending’s participating broker. 

To do this, download, complete, and return the NAB Equity Lending Security/managed fund transfer instruction via email to equity.lending@nab.com.au

Or via post to:

NAB Equity Lending
PO Box 5350
Melbourne Vic 3001

Disclaimer
nabtrade is the information, trading and settlement service provided by WealthHub Securities Limited ABN 83 089 718 249 AFSL No. 230704. WealthHub Securities is a Market Participant of under the ASIC Market Integrity Rules and a wholly owned subsidiary of National Australia Bank Limited ABN 12 004 044 937 AFSL No. 230686 (NAB). NAB doesn’t guarantee its subsidiaries’ obligations or performance, or the products or services its subsidiaries offer. This website contains general advice only and has been prepared without considering your objectives, financial circumstances or needs. Before acting on any general advice or information on this page, you should consider the appropriateness of the general advice or information with regard to your objectives, financial circumstances or needs.