Account Application Sign Up Guide

Below is a step by step guide of what you will see when you sign up with Trade For Good.
This application guide is based on an Individual persons application.
We use LAB Group for our online account application form, the form will be used to create the account with Trade For Good and Macquarie Bank if required.

Step 1.
Fill in your account details and select the charity you want to support. If you can’t make up your mind, select Trade For Good’s Choice. You can change charities at any time.
Application Guide

Step 2.
Once you have filled in the form, you will be redirected to the application start page. An email address is required for the online application, if you don’t have one call us on 1300 263 800 and we’ll assist you with the application.

Click on the START THE APPLICATION button
Application Guide

Step 3.
You will be taken to a Lab webpage, where you can apply for a new account. In this instance, I am signing up as an Individual.
Application Guide

Step 4.
Fill in your details, these details will be used to email you the account confirmation. Your date of birth and email need to accurate.
Application Guide

Step 5.
Tick Equities, then Proceed.
Application Guide


Step 6.
Authorised representatives. If you want people to authorised to act on your account, select Yes. In this example I am the only person that is authorised to access my account.
Application Guide

Step 7.
Fill in your details.
Application Guide

Step 8.

When I am setting up my Settlement Instructions, I am doing one of two things.
1.       Choosing to select one of our approved cash management accounts.
2.       Or, the second is to open a Macquarie Bank cash management account which is our default. For more information click here.

If you already have a cash management account with DDH Graham or ANZ, you are welcome to use them as well. Just select Existing Australian Bank Account.
Application Guide

Step 9.
I am creating a new trading account, so I’m selecting establish a new HIN (Yes) and No existing holdings (with another broker).
If you want to transfer an existing account to Trade For Good, select No and you will be prompted for those details further on.
Application Guide

Step 10.
I am using the same residential details as my account, so I ticked, use primary application’s residential address.
Application Guide

Step 11.
We only offer contract note delivery via email, and you can also confirm if you want them emailed to you or not.
You can choose to add additional email addresses that will receive the contract notes.
Application Guide
Step 12.
I am not considered a sophisticated investor so I have selected No, to qualify to be a sophisticated investor you need to have a gross annual income of $250,000 or more in each of the previous two years or has net assets of at least $2.5 million, as prescribed by the Corporations Regulations 2001 (reg 6D.2.03 and reg 7.1.28).
Application Guide

Step 13.
Now you can scroll down and review your applications, please ensure all the details are correct.
Once you are happy click Next to submit it.
Application GuideStep 14.
The application has been submitted and you will receive an email from us to confirm the application and for you to approve.
Application Guide

Step 15.
You will receive an email from info@tradeforgood.com.au, to the email address you used at the beginning, to confirm the application.
The PIN is unique to the application and required to submit the application.
Click on Resume application button.
Application Guide

Step 16.
Scroll down and review your application, to ensure all the details are correct. Then click Next to submit it.
Application Guide

Step 17.
Type in the PIN from the email earlier and agree to the terms and conditions of the application you are submitting.Application Guide

Step 18.
If it all passes the electronic verification, you will get the email below.
If it fails, then you can upload documents to verify yourself, click on the upload your documents button. If you need help, call 1300 263 800 and we’ll assist you.
Application Guide

Step 19.
Lastly we will be in contact within 1-2 business to advise you that your trading account is now ready to use.
Application Guide
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