Open an account

Let us get you set up.

A few short pages, and we will email you as soon as your account is open.

Step 1 of 7Your account

Who is the account for?

About you

Your full name

Date of birth

Mobile

Street address

Suburb

State

Postcode

Your finances

So your adviser knows what is suitable before they call. Leave anything blank and they will go through it with you.

What do you do?

Your occupation

Roughly how much are you thinking of placing?

And everything you own, less what you owe?

Where has it come from?

Your experience

There is no right answer. It only tells your adviser where to start.

What have you held before? Term deposits or cash accounts Shares Bonds Managed funds Property Private companies None of these

How long would you leave money invested?

KYC & AML verification

A photo of each is fine. Attach them now or leave it, either way your application goes through.

Photo IDPassport or driver licence, front and back. Proof of addressUtility bill from the last three months. Proof of fundsA statement that clearly shows your name and the source of the funds you intend to invest.

Inside your account, or email them to [email protected].

Where should we pay you?

An account in your own name. You can add it later instead.

Name on the account

BSB

Account number

From inside your account, any time.

Last thing, a password.

You will sign in with your email once we have approved your account.

Password eight characters or more

Type it again

By opening an account you confirm that what you have told us is true, and that you have read our Financial Services Guide, our terms and our privacy policy. Opening an account is not advice and commits you to nothing. Nothing is placed until you tell us to, in writing.

Please finish this step before carrying on.