I’m not sure where my shares are currently held

To determine where your shares are currently held, please locate your most recent share statement, which could be in the form of a physical letter received in the mail, or over email. Your statement will look something like this:

If your statement say ‘HIN’ or ‘CHESS holding statement’ on the top right corner, this means your shares are held with a broker. If your statement says ‘SRN’ on the top right corner, your shares are held with the share registry.

Now that you know where your shares are held, please restart the decision tree to find out which share transfer is right for you.

I’m trying to find shares issued to me by my employer 

Employer issued shares are typically held with a share registry. This means that they will be held under an SRN. Learn more about employer issued shares or start your transfer today.

I’m trying to manage a deceased estate

We understand how difficult it is to lose someone close to you. We’ve provided a step by step guide on how to best manage their CommSec account. 

Alternatively, transfer shares from a deceased estate CommSec CHESS sponsored account. 

I can’t find my international shares that are held with CommSec

To find your international shares, simply log in to your CommSec account and select ‘Portfolio’ to find all of your trading accounts, both domestic and international.

I’m not sure if my destination account details match my origination account details

I need to confirm the details of my holdings in a different CommSec account

For shares held with CommSec, you can update your name, email or postal address by logging into your CommSec account, then selecting ‘Settings’ and ‘View or edit details’.

I need to confirm the details of my holdings with another broker 

For shares held by another broker that you wish to transfer into CommSec, you must call your respective broker to confirm, update or change your details.

I need to confirm the details of my holdings with the share registry

For shares held by the share registry that you wish to transfer into CommSec, you must contact the share registry to confirm, update or change your details.

My details on my destination and origination account are slightly different. What are the acceptable variations?

Find out if the discrepancies in your account details are acceptable. If they are, you may continue your share transfer. If the discrepancies between account details are not on the variations list and hence, are considered unacceptable, please update your details in CommSec, update your details in the share registry, or update your details with another broker by calling them before continuing your share transfer.

If you are still unsure where your shares are being held, please contact us.