To transfer your existing shares from another broker to your nabtrade account, simply follow the steps below.
Transfer steps
- Log in to nabtrade using your login ID and password.
- Navigate to Admin > Permissions.
- Click on the Apply link next to Broker Sponsored Transfer and follow the onscreen prompts.
- After pressing the ‘Submit’ button, print the form (PDF) and complete any outstanding information.
- Send the form to us at forms@nabtrade.com.au or via mail to: nabtrade, GPO Box 4545, Melbourne VIC 3001
Important: 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 broker to broker form after pressing the ‘submit’ button, and post or email the form to us
- The name and address details listed on your nabtrade account are the same as the details held with your 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, and
- You include your latest CHESS Holding Statement with your request.
