A bunch of investors have already transferred the US shares and USD balance from their existing broker, and it's easy for you to join them.
To transfer USD or US shares from an existing brokerage account:
Email hello@hatchinvest.nz with a current statement from your brokerage account that contains:
a) all open positions (including any USD)
b) your account balance
c) your name on the statement
d) the logo of the broker
We'll check your US shares are available through Hatch, and that we can tick the compliance boxes with your cash balance. Then we'll walk you through the next steps and any fees that may apply (which vary depending on your situation). We do the grunt work so it's as seamless as possible.
Fees to transfer into Hatch
Depending on the type of transfer and where you are transferring from - our broker, the company you are transferring from, or their broker may charge a fee. Reach out to the team at hello@hatchinvest.nz to ask about what fee may apply to your situation.
To transfer USD from an existing foreign currency account
So you know what steps to take and what you can expect, please check out our help page.