Transfer my portfolio to HeyTrade
Transferring your securities to HeyTrade is completely free, and our Customer Success team will assist you throughout the entire process. Below, we explain how to complete the transfer step by step.
🔍 Before you begin. If your portfolio includes both national and international securities, you’ll need to send two separate requests, one for each type.
To start the process, please send us the following documentation from your verified email address:
1️⃣ Transfer form
Download and complete the appropriate transfer form depending on the type of securities you wish to transfer—national (for securities traded on Spanish markets) or international (for those listed on foreign markets). If your portfolio includes both types, you must submit both forms.
✏️ Don’t forget to include:
The securities you want to transfer, including the ISIN, ticker, and the market where they are traded (you only need to specify the market for international securities).
The average acquisition price of the assets to be transferred, in euros, so we can correctly register them in your portfolio and show their real performance.
2️⃣ Portfolio statement
You can request this document from the institution currently holding your securities. It must clearly state the assets you want to transfer.
Additionally, you’ll need to include and sign an authorization paragraph. This can be handwritten, scanned, or digitally signed (for example, using Adobe Acrobat).
Choose the appropriate paragraph depending on the type of securities you are transferring:
📌 Authorization for national transfers
I, ______________, with ID ____________ authorizate to HeyTrade to transfer the listed national securities in this document from securities account ___________________ from ___________. And for the record I hereby sign this document at ___________________, ____.
🌏 Authorization for international transfers
I, ______________, with ID ____________ authorizate to HeyTrade to transfer the listed international securities in this document from securities account ___________________ from ___________. And for the record I hereby sign this document at ___________________, ____.
⚠️ It’s important that your authorization clearly specifies whether you're transferring national or international securities. If your portfolio includes both, you’ll need to send us two separate certificates, one for each type, clearly indicating which assets are included in each.
Once we verify that the transfer is possible, we’ll inform you of the next steps.
ℹ️ You can find more information in the section of our website dedicated to Portfolio Transfers.
How to transfer my HeyTrade portfolio to another broker
Outbound transfers have an associated cost of 15 euros plus VAT per security transferred.
To start the transfer process, please download and complete the appropriate transfer form depending on the type of securities in your portfolio:
For securities traded on Spanish markets.
For securities listed on foreign markets.
If your portfolio includes both national and international securities, you’ll need to submit both forms, listing the relevant assets in each document.
Once you have completed the form, please send your request to support@heytrade.com from your verified email address to initiate the process.
We hope you have found this information useful. If you have any questions, please write us through our chat or send us an email to support@heytrade.com. It will be our pleasure to help you! 😊