Once the minor has turned 18, you can leave the holdings as is or transfer them into an individual account under their name. If you would like to transfer the holdings, we can process a transfer into a fresh individual account in their name.

To transfer your minor's holdings to an individual account in their name, you will need to:

1. Open a fresh Pearler profile along with an individual account in the minor's name.

2. Reach out to us via help@pearler.com or our live chat for a secure upload link where you will upload the form/s + a valid photo ID of all signees.

We do not charge fees for this type of off-market transfer. However, we would advise you to obtain professional tax advice before proceeding.