Bring Your Investments Home

 

Transfer a portfolio you have with another provider to EasyEquities and get 1% cashback* to invest however you like.

 
 

 

One login. One view. One solid plan.

If you have any investments living somewhere else right now - but if they’re scattered across platforms, stashed in random accounts, or left on ‘snooze’ somewhere you forgot, this is your sign.

Move a portfolio you have elsewhere to EasyEquities and we’ll give you 1% cashback* to invest however you like. 

*Ts&Cs Apply

*Excludes Living Annuity Transfers

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Why Transfer to EasyEquities?

 

  • Your investments actually make sense - no more scattered accounts.
  • You always know what you’re paying (and what you’re not).
  • Your shares, crypto, property, and retirement savings live together - finally.
  • You're in control, no one else is rearranging your portfolio.

We’ve built the whole house. All you have to do is move in.

Everything you need, all under one roof.

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How it works

  • Start Your Transfer
    Begin online in just a few clicks - it’s fast and hassle-free.

  • We’ll Do the Heavy Lifting
    Our team works with your current provider to move your investments securely.

  • Enter Your Code
    Fill out the short survey we’ll send you once your transfer is complete and enter the unique campaign code 'BringItAllHome' in the survey

  • Get Rewarded
    Complete your transfer and receive 1% cashback* to invest however you like.

  • Enjoy the View
    With everything under one roof, you’ll have a clear, simple picture of your financial future.