Your capital is at risk. CFDs can result in losses that exceed your initial deposit. Please ensure you fully understand the risks involved.

How do I transfer my shares to IG?

To transfer your existing shares to IG, you need to have an IG Share Trading account.

If you are transferring Australian shares, please ensure you have already submitted your TFN. To enter your TFN, simply log in to your account and select any Australian share.

If you are transferring US shares as an individual, please ensure you have filled out our dynamic form on My IG. Simply log in to your account and fill out the two-minute form online. However, if you are a non-individual, please complete the appropriate W8-BEN form listed on our website.

One form to complete

Once you've opened a Share Trading account with IG, simply download the relevant form below and return it to us.

  1. Broker-sponsored stock transfer - for when you hold your shares with a broker, or in an online share trading account. Please make sure you have your Holder Identification Number (HIN) handy, it will be shown on any communications issued by your broker. Broker-sponsored stock transfer form (PDF, 568KB), or

 

  1. Issuer-sponsored transfer - for when you hold your shares with the registrar, usually as the result of an IPO, SPP or Employee Share Plan. Please make sure you have your Security Reference Number (SRN) handy, it will be shown on a holding statement issued by the registrar. Issuer-sponsored transfer form (PDF, 1.2MB).

 

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