Open an account
Apply for free in minutes, invest for a lifetime

It only takes a few minutes to apply for an InvestSMART share trading account, but the benefits last a lifetime. And remember, it’s absolutely free to join. To apply, simply:

Step 1. Get ready Read our Financial Services Guide and Terms and conditions.
Step 2. Choose an account Choose the type of account you’d like to open, then download an application form or call 1300 880 160 and ask us to email you a copy.
Step 3. Add optional extras If you plan to trade online, you’ll need to open an InvestSMART cash account for fast and easy settlement. You can also choose a range of other extras, including transferring your existing holdings to your new account.
Step 4. Apply Send your completed forms and ID documents to:

InvestSMART
GPO Box 4477
Sydney NSW 2001



Step 1. Get ready

Document Download
InvestSMART Financial Services Guide View document
InvestSMART Terms and Conditions View document
CMC Markets Financial Services Guide View document
CMC Markets Terms and Conditions View document


Step 2. Choose a trading account

Account type Download
One-off sale

If you received shares when a company like AMP or IAG first listed on the stock exchange, you can sell them quickly and easily, without opening a share trading account.

 View page
Personal or joint account

For up to two account holders.

 Application form

Company standard: for investors trading in the name of a company.

With margin lending: for investors trading on a margin loan in the name of a company.

Application form

Application form
Self Managed Superannuation Fund (SMSF) and trust accounts

For investors trading for an SMSF or trust.

 Application form


Step 3. Add optional extras

Account type Download
Cash account

A high-interest cash account, linked to your share trading account for fast and easy settlement. Learn more >

 Application form
Transfer CHESS holdings

Transfer shares bought through another broker to your new InvestSMART account. Learn more >

 Application form
Transfer issuer sponsored holdings

Convert shares issued directly from a company to CHESS and transfer them to your new InvestSMART account. Learn more >

 Application form
Direct credit

Authorise us to transfer funds from your Cash Account to another bank account.

 Application form
Electronic confirmation

Authorise us to send you share trade confirmations by email, rather than through the post.

 Application form
Authorised agent form

Nominate another person to trade on your account.

 Application form


Step 4. Apply

Send your completed forms and ID documents to:

InvestSMART
GPO Box 4477
Sydney NSW 2001

Need help?

Call 1300 880 160, 9 am to 5 pm, Monday to Friday.