Matthew Choo
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Activity overview
Latest activity by Matthew Choo-
Matthew Choo created an article,
Outgoing portfolio transfer process
How do I transfer U.S. shares out of Stake? To get started, contact your receiving broker and submit a share transfer request with them. We support both ACATS and DTC transfers, but the method us...
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Matthew Choo created an article,
Stake's participant ID (PID)
A Participant Identification Number (PID) is a unique identifier for entities authorised to trade on the ASX or to settle and clear trades on the market. Stake’s executing broker partner is FinClea...
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Matthew Choo created an article,
Transferring share ownership
For Wall St holdings, our U.S. broker partner does not accept third-party portfolio transfer requests. Stake cannot accept third-party U.S. portfolio transfer requests with a change in beneficial o...
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Matthew Choo created an article,
Broker to broker transfer (B2B) process
To get started, simply: On the app: Head to Manage > Portfolio transfer On the web: Head to your Profile > Portfolio transfer During the portfolio transfer process, you can choose your departing br...
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Matthew Choo created an article,
Stake Black
Stake Black Wall St is the premium membership designed to give you powerful research and trading tools for the U.S. stock market.What are Full Financials on Stake Black Wall St and how do they help...
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Matthew Choo created an article,
Stake Black Wall St benefits
Stake Black Wall St is the premium membership designed to give you powerful research and trading tools for the U.S. stock market.What are Full Financials on Stake Black Wall St and how do they help...
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Matthew Choo created an article,
Financial Year Reporting
Packs and Individual reportsAt the beginning of each new financial year, the prior financial year report pack becomes available, which includes all individual reports as a pack. Individual statemen...
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Matthew Choo created an article,
ASX share certificates
Do I receive an ASX share certificate?When you trade on the ASX, you won’t receive a paper share certificate. Instead, you’ll be issued a CHESS Holding Statement, which confirms the movement of sha...
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Matthew Choo created an article,
Stake Sharesight integration
Can I use Sharesight to help with tax reporting? Yes. Stake customers can use Sharesight to track portfolios and generate tax reports, including: Capital Gains Tax (CGT) reports Taxable income summ...
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Matthew Choo created an article,
W-8BEN form
What is a W-8BEN form?A W-8BEN form is a legally required document for non-U.S. residents who receive income from U.S.-sourced investments. It declares your tax status to the Internal Revenue Servi...