Migrating from Six Park to Pearler
Pearler also uses Openmarkets (Six Park's broker), which means your HIN will remain where it is if you choose to join us. Following your migration, you'll simply manage your portfolio via Pearler instead.
Why your shares are safe with Pearler
How do I migrate my investments to Pearler?
You can bring your Six Park HIN (Holder Identification Number) to Pearler by following the steps below. Pearler does not charge any fees for this as long as your CHESS account name and address registered on Pearler match exactly with those registered at Six Park. Please check your CHESS or share registry statements to confirm these details before starting the application.
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Sign up and create a Pearler login - include invite code SIXPARK to receive $20 of brokerage credits once your HIN transfer is complete.
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Click Continue setup to start your investment account application
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Select the same account type as your Six Park investment account (Individual, Joint, Investment Company, Trust/SMSF, Minor or Joint Minor)
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Continue with Shares (see our pricing page)
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Build a portfolio (optional)
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Select the “I want to keep my current HIN” option. Your account will be activated (able to buy & sell) once your HIN transfer is complete.
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Provide your details and verify your identity.
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If your verified name is different to your CHESS account name at Six Park, please use the “Update verified middle name” option to edit so it matches.
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Select Six Park from the broker drop-down list and enter your HIN (‘X’ followed by a ten-digit number) to populate the transfer form for download, print and sign. You can find your Six Park HIN by logging in to your Six Park account and selecting Account/Settings on the LHS to view the screen that contains your account and HIN on the RHS.
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Upload the completed form and photo ID/s of all signees to proceed with reviewing and submitting your application.
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That’s it! You’ll be notified by email once your account is active or if there is anything outstanding in order to complete your transfer.
Once you’re ready, you’ll have the option to Automate your investing!
Step 1
Choose how you'd like to fund your Automation
Step 2
Choose where you would like your funds to go. You can include US shares (Why invest in US shares) as part of your portfolio. Then choose to either deposit and invest immediately or once you save up a certain amount.
Step 3
Decide on your portfolio. You can think of your portfolio as the goal that Automate is trying to reach for you. E.g. I want my Automate portfolio to consist of 35% of A200, 35% of VTS, 15% of VAS and 15% of VEU.
Pearler investment accounts are self-managed, although we’ve created a range of resources including our Get Rich Slow Club Podcast, blog articles and investing calculators to help you make educated decisions. Check out our popular ETFs (How to choose the right ETF for me) and template portfolios, or you can even invest like someone you know or a member of our community.
That's it! Now you can let Automate keep your investing on track to reach your goals :)
FAQs
Q. How will I receive my tax report for FY23?
A. Please reach out to Six Park for instructions on how to obtain this
Pearler Basics - popular help articles
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Why is there a Cuscal Limited bank account number associated with my investments (your cash account at Pearler)
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Why am I receiving all this paperwork? (your relationship with CHESS and share registries)