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How to transfer from stockspot to Pearler

Hi, I would like to know how to transfer from stockspot to Pearler. I am invested in ETF'S only at stockspot. Is that possible?

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SSR

19 August 2023

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Vinit

Pearler

Tue, 22nd August 2023

Hi There yes you can Transfer your Assets from Stockspot over to Pearler.

If you already have an active Pearler Investment Account then you can do a share Transfer. you can transfer the shares from that HIN to your Pearler HIN via our «Transfer Shares» button on your Settings > Transfer shares page alternatively you can go directly to the shares transfer page. If you are transferring shares between HINs of the same type, account name, address and entity (e.g. both are individual accounts), then Pearler does not charge any transfer fees.

If you do not have an Active investment account with Pearler yet and you would like to bring your current HIN with another broker(Stockspot) over to your Pearler account, you can do it via the account opening process under the HIN transfer step. Pearler does not charge any transfer fees when you transfer a HIN from another broker.

*If you have DRP setup, and you’ve hit the ex-dividend date recently, we would recommend waiting until dividends are paid out before transferring.

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