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.