Can I transfer stocks and ETFs if I have a HIN account?

Transferring Securities with a Totality HIN Account

A Holder Identification Number (HIN) is used to identify an individual’s holdings on the ASX CHESS Registry. It applies only to Australian residents holding Australian-listed securities.

If you have a Totality HIN account, your international shares are held in custody. You can transfer securities—including stocks, bonds, and exchange-traded products (ETPs)—to or from Totality using any of the Totality trading platforms Totality Edge or Totality Apex

How to Initiate a Portfolio Transfer

To begin a transfer:

• Navigate to Menu > Deposits and Transfers > Portfolio Transfer within your Totality platform.

• Follow the prompts to complete your request.

Types of Transfers Supported

• International Transfers (custody to custody)

• SRN Transfers (Issuer Sponsored accounts)

• Domestic Transfers (HIN to HIN or HIN to Custody)

Transfer Requirements

When submitting a transfer request, you will be prompted to download a Stock Transfer (ST) form. Please ensure the following:

• Print, sign (wet signature only), and upload a scanned copy of the ST form.

• Contact your broker to confirm and meet their administrative requirements.

• Provide valid Proof of Identity (POI).

• For SRN transfers, include your Holding Statement along with the ST form and POI.

What is a Stock Transfer Form?

The Stock Transfer form authorizes Totality to liaise with your broker or bank to initiate the transfer. It includes the details of the securities you wish to move and is required for all Australian clients.

Estimated Transfer Timelines

Incoming Transfers

• Domestic: Typically 3–4 business days

• International: Up to 15 business days (subject to the releasing broker’s process)

Outgoing Transfers

• Domestic: Usually 5–6 business days

• International: May take 2–6 weeks, depending on the receiving broker’s requirements

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