To transfer US shares from Stake, we will need to submit a Drivewealth Account transfer (Partner to partner) request. This is because both Pearler and Stake use Drivewealth as the US broker.

Partner-to-partner transfers can be processed within 3-4 business days. Although, any errors in the information submitted can result in delays.

To start the process, you will need to complete the Partner to Partner form attached below and return it to us-shares-transfer@pearler.com with a copy of your recent Stake account statement.

Here are some helpful tips for filling out the form:

• Transfer Assets To - this would be your Pearler account number which is found on your Settings -> Investment settings > US settings

• Transfer Assets From - you can find this in your Stake app, click on the bottom right profile tab and it should show on the top left under your name (e.g. STFHXXXXXX).

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• Please list all the US Shares you would like to transfer and their quantities.

Currently, Drivewealth does not charge any processing fees for such Transfers.

The same process applies if you wish to Transfer US shares from a Hatch or Sharesies account, please input the respective Hatch or Sharesies account number on the transfer from section. Please do check for transfer out fees with them for further clarification

If you would like to transfer your US shares from a broker other than Stake please check out this help article.

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