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Share and Bond Trading Accounts

Individual Account (449 KB)
Joint Account (463 KB)
Company Account (467 KB)
Trust Account (643 KB)

Terms & Conditions (156 KB)


Online Multi-Currency Account

The Online Multi-Currency Account (OMCA) allows you to hold balances in up to 10 different currencies, to manage those balances online and to easily settle international trades in their home currency.

Online Multi-Currency Account (191 KB)

Click here to read the OMCA FAQs

Trading on the ASX

If you intend trading shares on the ASX market, you will also need to download and read all of the following documents and then return your completed E*Trade CHESS application form.

E*Trade CHESS client application form (46 KB)

The following documents must be read in conjunction with the E*Trade CHESS application form.

E*Trade Sponsorship Agreement (130 KB)
E*Trade Terms and Conditions (39 KB)
E*Trade Financial Services Guide (122 KB)
E*Trade CHESS Best Execution Policy (150 KB)

If you wish to transfer shares from an existing ASX Issuer-Sponsored holding or CHESS holding you will need to download, complete and return the following application form. (Note: National Bank Online Share Trading customers must use that website to transfer their holdings into an E*Trade CHESS account.)

E*Trade CHESS Transfer Form (151 KB)

Account Maintenance

Change details for Individual/Joint accounts (38 KB)
Change details for Trust or Company accounts (39 KB)
New Direct Debit Authority (39 KB)

Registry Forms

New Zealand off-market transfer form: Computershare (80 KB)
New Zealand off-market transfer form: Link Market Services (23 KB)
Information
Economic Information
Foreign Exchange Rates
Sites that may be of interest
Online Trading Tutorials
Online Multi-Currency A/C
FAQs
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