Aloo

I don't think it's a case of initiating a stock transfer. EquatePlus says on their site: Am I required to open a bank account with you? No, you are not required to open a bank account with us. However, we do need you to provide us with your existing bank or brokerage account details when you want to place a transaction. This allows us to route the proceeds (cash or shares) correctly to your account. You can provide EquatePlus with your bank and brokerage account details by clicking on the Profile picture on EquatePlus, selecting "Financial details" from the drop-down menu, and going to the "Add bank details" link (at the top of the page), or scrolling down to the "Add brokerage details" link. Following the instructions outlined above initiates a process which requests all the information the OP outlined above. This can (should) be done before the SIP option matures, so that the shares can be assigned to the brokerage account when they are awarded. So... how do we complete this form with all this information from IG?