Share transfers
If you'd like to transfer your US shares purchased on Emma Invest to another investment broker, please see the information below!
We're currently unable to support share transfers into Emma Invest, watch this space 👀
You can transfer out whole shares that you have purchased through Emma Invest. Fractional shareholdings bought through our service cannot be transferred to another service provider and can only be liquidated through Emma Invest.
We are able to transfer shares to other brokers via the DTCC method. Your new broker will need to confirm that they are a DTCC participant.
If you'd like to transfer, your new broker can submit an ACAT transfer request on their end. We will process this accordingly.
Alternatively, you can request a DTC transfer direct with us. Our investment provider will need you to fill in some forms to do this.
Please get in touch via our chat for confirmation of our DTC participant number 🤓
Via the ACAT transfer method, there is a flat fee of $100 for the transfer of your shares.
If you use the DTC transfer method, there is a $50 charge per each security sent out
We're currently unable to support share transfers into Emma Invest, watch this space 👀
What can I transfer out?
You can transfer out whole shares that you have purchased through Emma Invest. Fractional shareholdings bought through our service cannot be transferred to another service provider and can only be liquidated through Emma Invest.
What method is used to transfer my shares?
We are able to transfer shares to other brokers via the DTCC method. Your new broker will need to confirm that they are a DTCC participant.
If you'd like to transfer, your new broker can submit an ACAT transfer request on their end. We will process this accordingly.
Alternatively, you can request a DTC transfer direct with us. Our investment provider will need you to fill in some forms to do this.
Please get in touch via our chat for confirmation of our DTC participant number 🤓
How much does it cost to transfer shares?
Via the ACAT transfer method, there is a flat fee of $100 for the transfer of your shares.
If you use the DTC transfer method, there is a $50 charge per each security sent out
Updated on: 01/11/2024
Thank you!