Bring your portfolio to HeyTrade and earn up to 300 euros
If you transfer your stock portfolio to HeyTrade before 31 January 2023, you will benefit from a one-time promotion: HeyTrade will pay into your account the amount equivalent to 1% of the transferred stocks, with a maximum bonus limit of €300.
How to start transferring your stock portfolio to HeyTrade
To start the process, we need to you send the following documents to firstname.lastname@example.org from your verified email address:
Transfer form and portfolio statement
Download and fill in the portfolio transfer form, indicating the securities you want to transfer, their ISIN, ticker, and the market on which they are traded. You will also need to obtain a portfolio statement from your home broker.
It is important that on both the form and the portfolio statement you sign the following authorization paragraph. The form already provides the text, but on the portfolio statement, you can add it by hand and send us a scanned copy or a photograph of the document. If you prefer, you can also use a tool like Adobe Acrobat to edit and sign the documents.
I, ______________, with ID ____________ authorizate to HeyTrade to transfer the listed securities in this document from securities account ___________________ from ___________. And for the record I hereby sign this document at ___________________, ____.
It is also important that you provide us with the average acquisition price of the assets to be transferred, in euros. This information will allow you to accurately visualize the performance of your portfolio once the securities have been transferred to HeyTrade.
What happens if I make more than one transfer during the promotion period?
What is the minimum amount to transfer?
To benefit from the promotion, the minimum transfer amount will be 5,000 euros. This means that the value of the transferred portfolio must be at least EUR 5,000 on the last business day of the market prior to the request. If your certificate is dated differently or does not include valuation, HeyTrade will calculate the amount based on the price on the day the transfer was settled or the previous day’s closing price.
Does the promotion require me to stay with HeyTrade for a certain period of time?
No, but because the bonus will be added to your HeyTrade balance, you will have to keep your portfolio with us until the end of the campaign.
This does not mean that you will not be able to trade the transferred securities. Even if you sell them, you will still receive the bonus, as long as you meet the requirements of the promotion.
If you bring securities to HeyTrade during the promotion but request to transfer them to another broker before the promotion ends, you will lose your bonus entitlement. In case you request a partial outbound transfer, you can benefit from the promotion as long as you keep a minimum of EUR 5,000 in transferred assets in your portfolio.
When will the bonus be paid?
The bonus will be deposited as of February 1, 2023. The process may take a few days.
Frequently asked questions about the portfolio transfers.
Why do I have to send a portfolio certificate to request a transfer?
This is a requirement of your existing broker. To process the transfer, we must present them with an official document issued by them. This document can be a portfolio certificate, a position certificate, or another document showing the name of the account holder (which must match the HeyTrade account), the CVV, and the securities to transfer. Screenshots are not valid.
Can I do a partial transfer of my stock portfolio?
Yes. You can request a total or a partial transfer. If you do not want to bring all your shares, mark with an X the securities that you want to transfer in the portfolio certificate and indicate this in the authorization paragraph.
Why is it necessary to indicate the ISIN and the market?
Keep in mind that there are shares that, despite having the same ISIN, they are listed in different markets. This information allows us to identify the specific security you want to transfer.
What is the average purchase price in euros used for?
We record your shares in our app at the average purchase price once they are transferred to HeyTrade. This way, you will be able to accurately see the performance of your portfolio in our app. If you do not have this information, we will record the securities with the price of the day the transfer was settled, or the previous day’s closing price.
What happens if I want to transfer an asset that is not included in HeyTrade’s catalog?
You can request the addition of an asset to our catalog by writing to email@example.com. Our operations team will study the feasibility of adding it in the short term so that the transfer can be processed. If this is not possible, we will ask you if you wish to proceed with a partial transfer of your portfolio.
Can I transfer portfolios with more than one holder?
No, at the moment we do not have accounts with dual ownership.
Information for clients of DEGIRO, Interactive Brokers and ClickTrade
- Name of the entity/broker: CECABANK, SA
- Name of Bank/Broker: CECABANK, SA
- Account Name: BEKA FINANCE SV, SA- HEYTRADE
- Contact e-mail: firstname.lastname@example.org
- Contact phone number: +34 697 186 587
- Contact person: Víctor Semeniako
- Account type: Organization/Individual
- Account number: You will find this information in Annex I of the custodian contract, which we sent to your verified email on the date of registration. The account number will appear in the following format: 134407/000XXXXX.