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Share Trading - Open an Account

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Open an Account

Choose the account type that best suits your needs. Once you have printed the required form, simply enter your details, sign it and return it to us with a copy of your identification. Don't worry if you don't have a printer - you will be able to request that we mail you a form to complete and sign.

Account type Description How to apply
Individual or Joint A standard trading account with one or two account holders. Application form
Company A Company account is for incorporated businesses. Application form
Self Managed Superannuation Fund (SMSF) For a registered Self Managed Superannuation Fund (SMSF) or DIY Superannuation Fund. Application form
One-off Sale Use this form to easily sell issuer sponsored shares without needing to open a trading account. This is the ideal way to sell shares you have received in a float. One-off Sale page

Account extras Description Download Form
Margin Lending This is an account for those who use, or want to use, a Margin Lender for geared investments. Application form
Direct Credit Transfer funds to a nominated external bank account from your Cash Account. Click here to view
Electronic Confirmation Authorises us to send you share trade confirmations electronically and replaces confirmations by post. Click here to view
CHESS Conversion Convert your Issuer Sponsored SRN to your HIN with InvestSMART. Click here to view
Transfer CHESS Holdings Transfer any stock held under your HIN with another broker to your HIN with InvestSMART. Click here to view
Telephone only account This account type can only trade by phone and CHESS sponsorship and a Cash Account are optional. Application form
Authorised Agent form Nominate another person to trade on your account. Click here to view


More Documents


Disclosure Documents and ASX Publications
InvestSMART's Financial Services Guide Click here to view
CMC Markets Stockbroking's Financial Services Guide Click here to view
Cash Account Product Disclosure Statement Click here to view
CMC Markets Stockbroking's Terms and Conditions Click here to view
InvestSMART Terms and Conditions Click here to view
Getting Started in Shares Click here to view
Interest Rate Securities - Bonds and Hybrids guide Click here to view
Search for Managed Funds, Superannuation Funds and Retirement Funds Find a Managed Fund Reduce your fees and save money on your Managed Funds with our 100% Entry Fee Rebate 100% Entry Fee Rebate

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