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PEARLER FEATURES

How do I transfer shares out of Vanguard Personal Investor

Hi Pearler, I just recently signed up with you. I have shares purchased through Vanguard. A mixture of VAS and VGS. Am I able to transfer my Vanguard shares to Pearler? Thanks! Sarah

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sarah brown.

10 June 2022

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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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Cathy 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.

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