What you will need

  • Identification documents for each account holder. Accepted ID’s are Driver License and Passport
  • Tax File Number (optional)
  • If you are opening a self-managed super fund, company, or trust account documentation
  • Your HIN, when switching from another broker
  • 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.

If you have any questions please visit our FAQs, or at any time during the application you can call us on 1300 263 800 for help.

You can also click below to access our Online Application Guides below.

Online Application Guide                         Download Application Guide