sarah brown.
10 June 2022
3 Comments
Cathy Sun
PEARLER
over 2 years ago
Hi Sarah,
Yes, you can definitely transfer your shares to us from Vanguard. The process is slightly different to transferring from other brokers though.
The first thing you need to do is get in contact with them for a transfer form. When filling out the form, choose the option to transfer via HIN and you can use the details below:
REGISTERED NAME: Pearler Investments Pty Ltd
REGISTERED ADDRESS: UNSW FOUNDERS PROGRAM, FIRST FLOOR, HILMER BUILDING E10/GATE 2 2033, HIGH STREET, KENSINGTON NSW
NAME OF BROKER: Openmarkets Australia Limited ABN 38 090 472 012
BROKER PID: 1137
ACCOUNT DESIGNATION: Leave this blank
YOUR ACCOUNT NUMBER: Settings –> Account page, look for Om Account Number
YOUR HIN: Settings –> Account page, look for HIN
You will have the option to transfer over all holdings or the selected ones that you list on the form :)
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ReplyCathy Sun
PEARLER
over 1 year ago
Hi Tina, the details and processes remain unchanged on our end and I have not heard of any changes on Vanguard’s end either. Although, it would be best to check with Vanguard for their latest transfer information.
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