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 (48 KB)
The following four documents must be read in conjunction with the E*Trade CHESS application form.
E*Trade Sponsorship Agreement (62 KB)
E*Trade Terms and Conditions (39 KB)
E*Trade Financial Services Guide (94 KB)
E*Trade Disclosure Statement (26 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

Off-market transfer form (18 KB)

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Foreign Exchange Rates

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