CONSOLIDATE YOUR ASSETS
Transfer Your Portfolio
Transferring your portfolio with us allows you to easily view and access your investments in one place.
Consolidate your portfolio and benefit from bonus of up to €500
Why with MeDirect?
Save Money
Trade anywhere, anytime on our digital platform with low execution fees.
It's Easy
By consolidating your assets, you can judge how well your investment strategies are doing.
Get Refunded
We reimburse third party transfer-out fees of up to 0.5% of the total value of the securities.
How does it work?
One of our dedicated advisors will handle the transfer request and you will be advised once the process has been completed.
Invest
your
Way
Frequently asked questions
Can I transfer my existing portfolio of assets to MeDirect?
You can transfer your existing portfolio of securities to us, except for financial instruments that are not supported for online trading. If the securities are already available on our platform, we can accept them quickly. For those we don’t currently offer, we’ll need to carry out several checks before confirming acceptance. These include verifying whether:
- The security is listed on an exchange supported from our end
- It trades in a currency we accept
- It falls within our eligible instrument types (shares, bonds, mutual funds, and ETFs)
- For ETFs and mutual funds, whether KID (Key Information Document) is available
To start an Asset Transfer, log in to your mobile app or online banking, go to ‘My Investments’, and select ‘Transfer your portfolio’. You can either enter individual securities manually or upload a portfolio report, statement, or screenshot.
We’ll review your holdings to determine whether they can be added to our tradable universe. If needed, we’ll contact you via secure message and will inform you once the process is complete.
Are there any fees for transferring my existing portfolio of investments to my Investment Account with MeDirect?
We do not charge any fees to transfer your securities from your current broker/financial institution to your account with MeDirect. Additionally, we will reimburse third party transfer-out fees, up to 0.5% of the total value of the securities being transferred in.
What are the steps for transferring my portfolio?
To start an Asset Transfer, log in to your mobile app or online banking, go to ‘My Investments’, and select ‘Transfer your portfolio’. You can either enter individual securities manually or upload a portfolio report, statement, or screenshot.
We’ll review your holdings to determine whether they can be added to our tradable universe. We will liaise directly with your existing broker to arrange the transfer on your behalf.
If any further information is needed, we’ll contact you via secure message and will inform you once the process is complete.
More FAQs
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