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 |
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. |
|
| 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.
