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.
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.
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.