How do I transfer my clients shares into a Desktop Broker account?

Updated 04 February 2025 03:03

Determine where the shares are held: at another broker or at a share registry.

Fill up the right transfer request form:

For shares from another broker: once logged in, go to 'Forms' in the 'My Account' tab and fill out the Broker to Broker Transfer Request' form.
The details at the other broker must exactly match the details with us to allow the transfer. If shares are currently held in a different name, an 'Off Market Transfer Request' form (found in 'Forms' in the 'My Account' tab once logged in) (at a cost of $55 per holding) must be completed.
For shares from a share registry: once logged in, go to 'Forms' in the 'My Account' tab and fill out the 'Issuer Sponsored Conversion Request' form.
The details at the share registry must exactly match the details with us to allow the transfer. If shares are currently held in a different name, you will need to contact the share registry to change the details before submitting the 'Issuer Sponsored Conversion Request' form.
All the request forms can be found on the 'My Account' tab once you have logged in.
If you are in the process of opening a new account with us, you will have the option to transfer HIN across during the online account setup process.

Send us your signed request form by:

Once we've received the forms, we shall transfer the shares into the Desktop Broker account within 3 days.