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?
Become a client here and open an investment account online.
Complete and send us the asset transfer request form, together with a statement of your holdings via secure message.
We will handle the rest! 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 apart from complex financial instruments or other financial instruments which we are unable to accommodate for online trading. You can send us a summary of your portfolio or send a duly filled in Asset Transfer Form, and we will analyse your holdings to confirm whether or not we can add the securities you hold to our tradable universe of securities.
Are there any fees for transferring my existing portfolio of investments to my Investment Account with MeDirect?
We do not charge any fee to transfer your securities from your current broker/financial institution to your account with MeDirect. We will reimburse third party transfer-out fees, up to 0.5% of the total value of the securities being transferred in. Please speak to your Relationship Manager to discuss how MeDirect can assist you in transferring your existing investment portfolio to us.
What are the steps for transferring my portfolio?
If you would like to transfer your portfolio, you need to download and send us a signed Asset Transfer Form. MeDirect will liaise directly with your existing broker to arrange the transfer on your behalf.
More FAQs
Experience better Investing
The sooner you start managing your money, your way, using the best-in-class tools, the sooner you’ll see results.
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