Want to consolidate your portfolio? It's easy to transfer your stocks to CMC Invest. Simply complete the forms and the steps below to switch to Australia's most valued broker.
1
Complete a ASX Transfer CHESS Holdings form
2
Attach a copy of your certified photo ID (e.g. Drivers Licence, Passport or Photo Card)
3
Upload your completed and signed form with valid ID documents to the platform. Go to Support (? icon) > File Uploads in the CMC Invest platform or email your documents to scrip@cmcmarkets.com.au
1
Complete an International Broker to Broker form
2
Attach a copy of your certified photo ID (e.g. Drivers Licence, Passport or Photo Card)
3
Upload your completed and signed form with valid ID documents to the platform. Go to Support (? icon) > File Uploads in the CMC Invest platform or email your documents to scrip@cmcmarkets.com.au
We only accept transfer requests for holdings valued over AUD$10,000 (each). These requests incur a fee of $20 (incl.GST) per holding.
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Your ID documents need to be certified by a professional such as an Accountant, Police Officer, Justice of the Peace, an Australia Post employee, a Notary Public or an employee of a Financial Service (with two or more years of service). It needs to be signed and dated within the last three months. The certifier needs to provide their details (name, address and profession) and state the document is a certified copy of the original document.
We are unable to accept electronic signatures on any of our forms.
Some brokers have different requirements to us, so we may need to contact you for further information in some cases.
Consolidating stocks into one account makes for a better investing experience. You get a clearer picture of what your assets and account look like for better diversification and less asset overlapping. It’s also easier to shift money around to different types of investments depending on your strategy.
If you need help, you can contact our friendly support team using the ‘Message Us’ feature on our platform, or call us between the hours of 7.30am and 5.30pm Sydney Time Monday to Friday.
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Limited to one buy order under $1,000 per stock per trading day. T&Cs apply. Read our Financial Services Guide.
What is CHESS?
CHESS stands for Clearing House Electronic Subregister System. Instead of handing out physical share certificates, the Australian Securities Exchange (ASX) uses this system to record share ownership against your HIN and settle share transactions.
What is a HIN?
HIN stands for Holder Identification Number. It’s a unique number used to identify an account that is CHESS Sponsored and uses a broker to register its holdings. You’ll be provided with a HIN when you become a client of CMC Invest or when you request to be CHESS Sponsored with CMC Invest.
How do I transfer my shares to CMC Invest if I have a HIN with another broker?
Complete the ASX Transfer CHESS Holdings form and/or the International Broker to Broker form and we’ll arrange a transfer on your behalf. Please note, depending on your existing broker you may need to provide a copy of ID for each account holder.
I have Issuer Sponsored Holdings. How can I transfer them to my share trading account?
You can transfer your Issuer Sponsored Shares by initiating a transfer request by logging into the standard platform and selecting Transfer Securities from the Account menu. You’ll need your Issuer Sponsored holding details including your Security Reference Number (SRN) and quantity of holding.
Important note: You can only transfer into an account registered in same name and address as the Issuer Sponsored Holdings. Transferring into a different name is treated as an off-market transfer. For example, if the holdings are in the name ‘Mr J Smith’, you can’t transfer them directly into the account ‘Mr and Mrs J Smith’.
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