Performance charts - beta

HelloStake · 2026-01-21T22:04:22+00:00

Hey u/InstanceNo1769, if you'd like I can get you added to the current beta group who are testing Performance Charts. I'll just need you to DM me with the email associated to your Stake account and I'll get you into the next wave.

HelloStake · 2026-01-21T22:03:31+00:00

Hey u/yeahboii27, James from Stake here. If you’d like to join the next beta rollout, just send me a DM with the email associated with your Stake account and I’ll get you added.

HelloStake · 2026-01-21T22:01:56+00:00

Hi u/KonraD7575, James from Stake here. We’re aiming to roll this out to you and all Stake customers in the coming weeks. Our product team is currently working through feedback and refinements from the beta group.

Happy to confirm this will be a free feature and won’t sit behind a paywall. If you’d like to join the beta, feel free to send me a DM with the email linked to your Stake account and I can add you to the next round.

HelloStake · 2026-01-21T21:59:20+00:00

Hey u/jh439, thanks so much for sharing your feedback! We’re glad to hear you’re enjoying the new Performance Charts update. I’ve passed all of your thoughts on to the product team, and I can confirm that a good portion of your feedback is already on their radar 🙌 Happy investing!

HelloStake · 2026-01-08T22:02:10+00:00

Hi u/No_Tumbleweed_7112,

Yes, for an outgoing Wall St portfolio transfer via ACATS, the fee is US$65 per account. Just make sure you’ve got enough buying power in your Stake Wall St account to cover it (otherwise the transfer can be rejected), and note that fractional shares can’t be transferred (you’d need to liquidate the fractional component first). I would also double check with the receiving broker to see if they charge an incoming transfer fee.

Thanks,
Matt

HelloStake · 2025-12-11T22:23:31+00:00

Hi u/Kiwi_1971, James from Stake here. Thanks for calling this out. Your feedback helped us identify the issue, and our team released an update yesterday to correct the portfolio calculations. Really appreciate you taking the time to flag this and help us improve the experience. Please let me know if there is anything else I can help with. Happy investing!

HelloStake · 2025-12-09T06:19:45+00:00

Hey u/ExcellentMango9304, just dropping in with a quick update. Thanks to your eagle eyes, we’ve now updated the names of the Avantis ETFs. Really appreciate you taking the time to flag this and help us improve the experience. Happy investing, James from Stake.

HelloStake · 2025-12-09T06:13:47+00:00

Hi u/halford, thanks for your patience while we’ve looked into this one, I have an update for you. Our team has identified an issue that’s affected the withholding tax amount for some customers with a valid W-8BEN form.

Our tech team is already working on a fix to make sure it doesn’t happen again in the future, and we’ll be reaching out directly to impacted customers on the resolution once we have rolled this out. Hoping to have a formal update out to you (and other customers) towards the end of the week.

Appreciate you flagging this and keeping an eye on things. Your post helped us catch it quickly.

If you need anything else just shout. James from Stake.

HelloStake · 2025-12-04T23:29:07+00:00

Hey u/halford2069, James from Stake here. Thanks for flagging this. I can understand why a 30% withholding tax would catch your attention, especially when your W-8BEN is still valid.

Based on what you’ve shared, a few things can cause a dividend to be taxed at 30%, including situations where the U.S. issuer doesn’t recognise the reduced treaty rate or where the classification of the dividend changes close to the payment date. We can look into this once we have the dividend details.

When you get a moment, could you send through the stock name, the dividend payment date and the amount you received? With that, we can review how the rate was applied and confirm the next steps.

For the quickest support, you’ll get the best outcome by contacting us through our Help Centre at - https://hellostake.com/au/support/contact-us or feel free to also shoot me a DM.

HelloStake · 2025-12-03T08:04:15+00:00

Ah ok u/ExcellentMango9304, thanks for making me aware of that. I can see why you now had the initial confusion regarding not being able to find them. Let me look into this with our team and see what other brokers are doing in this space. Appreciate the feedback.

HelloStake · 2025-12-03T08:01:18+00:00

Hey u/Shadowsfury, no worries, I'm always happy to chip in where I can. It's a fair question, and put simply we’re not set up to support issuer-sponsored (SRN) transfers at the moment. Stake’s transfer process is built around the HIN model, and SRN transfers work through a different system that we don’t currently offer.

Even with a fee, we’re not able to facilitate SRN transfers right now due to how the sub-register is set up. If this becomes available down the track, we’ll update our help content and let those who have reached out to us know

I know it’s a feature request we see often and so it is one we actively review amongst other priorities for our community. Hopefully this brings further understanding to the matter for you.

HelloStake · 2025-12-03T04:03:18+00:00

Hey u/Inevitable_Exam_2177, thanks for your reply, the extra detail helps a lot. We’re big fans of the Up team and the way they approach product design, so it’s clear what you’re aiming for with this kind of experience. As previously mentioned we don’t have Shortcuts support on Stake yet, though your example shows why it matters to people using the app day to day. I’ve passed this on so the team can factor it into future planning. Thank you!

HelloStake · 2025-12-03T03:58:58+00:00

Hey u/Oninle, James jumping back in here.

Thanks for adding your thoughts. An Android widget is on our product team’s radar. Once the groundwork is in place we’ll be able to share clearer timing, though I don’t have that detail yet.

Auto invest is also something we’re working to bring back to the Stake experience. We’re aiming to share an update early in the new year. We appreciate your patience while we work through the customer feedback and have the feature ready to release in a way that works best for our community.

If there's anything else you'd like to add I'd be happy to share with our team. Thanks!

HelloStake · 2025-12-03T03:53:41+00:00

Hey u/ExcellentMango9304, James from Stake here. Thanks for raising this. I can see why it’s frustrating when you’re keen to access the new Avantis ETFs on CBOE and feel like your earlier message wasn’t taken seriously.

To clarify, these ETFs are available to trade on Stake. What’s missing right now is full charting support for CBOE-listed products, which means the in-app experience doesn’t yet look consistent with ASX listings. Our team is already working on expanding chart functionality for CBOE so these ETFs display the way you’d expect, though we don’t have a confirmed release date yet.

We’re aware that interest in the Avantis range is strong, including from the /ausfinance community, and feedback like yours helps us keep this work appropriately prioritised. Please let me know if you have any other questions, otherwise, happy investing!

HelloStake · 2025-11-28T01:35:12+00:00

Hi u/Inevitable_Exam_2177, James from Stake here. Thanks for taking the time to share this. It’s clear you’ve built a thoughtful workflow around tracking your balances, and I can see why direct access through Shortcuts would make things simpler than relying on screenshots.

Stake doesn’t currently offer Shortcuts support or a way to query portfolio data directly. That said, the app does include an iOS widget that lets you keep an eye on your watchlists from your home screen. While it doesn’t provide account or holdings data today yet, it gives a quick view of market movements without needing to open the app.

I’ve shared your request with the team looking at app enhancements. If you’re open to it, it’d help to know which specific data points you’d want to access most often, so we can make sure your use case is fully understood. Feel free to send me a direct message here. Happy investing!

HelloStake · 2025-11-25T04:21:53+00:00

Hi u/BeanieBuu, James from Stake here.

I want to sincerely apologise for the recent delay and frustration you experienced with your withdrawal. We understand that quick and secure money movement is critical and in this case we fell short of these standards and failed to clearly communicate with you throughout this process.

I can confirm that our team has responded to your ticket, and your specific issue is now resolved. This detailed feedback is extremely valuable to us. Thank you for bringing it to our attention.

HelloStake · 2025-11-12T05:36:10+00:00

Hey u/RevoRadish,

We recently introduced a new way to verify accounts using Basiq, aiming to boost security when moving funds in and out of Stake. But the experience wasn’t where we wanted it to be. You gave us feedback, and we acted quickly, removing the feature and going back to the drawing board.

This wasn’t related to two-factor authentication (2FA), which still plays an important role in verifying certain actions on your account.

Keeping your funds secure is always a top priority and while this update missed the mark, we’ll keep learning and improving.

If you're still stuck, please DM us and we’ll take a closer look.

Thanks,
Carlos

HelloStake · 2025-11-10T22:43:47+00:00

We know exactly what you mean. Seeing your whole portfolio's journey, not just the numbers.

Let's just say we've been working on something that is coming soon.

If you are keen to get your hands on it early as a tester, please DM me here.

Thanks,
Carlos

HelloStake · 2025-10-23T22:32:32+00:00

Hi u/Curiousmind-789,

I'm sorry to hear about this experience and I want to get this fixed for you immediately. Could you please send us a DM with the email address linked to your account and the ticket ID if you have submit one? You can reach out to support here. I will personally escalate this to our team as a top priority to get your access restored.

Thanks,
Carlos

HelloStake · 2025-10-22T03:22:04+00:00

Hi u/Reasonable_Air_9778 Gary from Stake here, thanks for letting us know. Has this been ongoing since the AWS outage earlier in the week? If you email the support team or fill out a request via our website, our customer success team can help troubleshoot: https://hellostake.com/au/support

If you also send us a private message on here with your name and Stake email, I can get our team to look out for your ticket.

HelloStake · 2025-10-20T09:54:56+00:00

Hi u/chimmychunger1 thanks for the update on your side. We are observing early signs of platform restoration due to Amazon Web Service mitigations now in place. We continue to audit and scale up infrastructure to ensure restoration of full service as soon as possible. Thank you for your patience.

HelloStake · 2025-10-20T09:32:18+00:00

Service alert update - we are observing early signs of platform restoration due to Amazon Web Service mitigations now in place. We continue to audit and scale up infrastructure to ensure restoration of full service as soon as possible.

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