40-year heritage
152,600 clients worldwide
10,000 markets to trade

Transfer shares to IG

Open an account and transfer your existing shareholdings for free

Why transfer your shares to IG?

  • No IG charges
    Absolutely free from IG charges and only one short form to complete

  • Everything in one place
    One trading platform, one login, one trusted provider

  • Use your stock as collateral
    Use your shareholdings as margin to cover your CFD trading

  • Premium platform
    Get outstanding execution from a leader in online trading

How does it work?

To transfer your existing investments 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 here.

Don't have an account yet? Learn more about Share Trading with IG.
 

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.

 

2. 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.


What happens next?

Your shares will appear in the 'Open Positions' panel within the platform as soon as they have been transferred.

How long does it take?

There's only one short form we need you to complete, and then we'll take care of the rest.

The majority of transfers should take less than 3 weeks. However, this can vary as transfers are dependent on the transferring broker and beyond our control. You may be out of the market for a period while the transfer takes place.

To avoid any delays when transferring Australian shares, please ensure you have submitted your TFN. To enter your TFN, simply log in to your account and select any Australian share.

To avoid any delays when transferring US holdings, please ensure you have completed the relevant tax forms.

Open an account now

There's no minimum balance to open an account, it takes less than five minutes, and there's no obligation to fund or trade.

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  • Learn about IG

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Contact us

We're here 24hrs a day Monday to Friday.

1800 601 734

You can also call +61 (3) 9860 1799
email helpdesk.au@ig.com or tweet us at @IGClientHelp

 

Leverage your portfolio

Make the most of your shares with our collateral service. Use up to 95% of your portfolio to cover CFD trading and maximise potential profits.

Find out more