sarah brown.
10 June 2022
Follow
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 :)
Like
1
•
ReplyCathy Sun
PEARLER
almost 2 years 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.
Like
0
•
Reply4000 characters left
Post Comment
Related posts
Pearler Features
Is it time for Pearler to start paying interest on our Cash Accounts?
Pearler has previously hinted at interest payments on Cash Accounts. Obviously that wasn't realistic while rates were so...
Pearler Features
I want to invest 40% / 40% / 20% for VAS / VTS / VEU, which Autoinvest will make that happen?
Hey all, If I want to invest 40% / 40% / 20% for VAS / VTS / VEU, which Autoinvest strategy will make that happen for mo...
Pearler Features
Micro Automation from Pearler Cash
Hi Everyone, I've been investing with micro every so oftern with $50 deposit or more and I realise I could actually tra...