Electronic CHESS Statements Portal

Electronic CHESS Statements Portal

You may be aware that the ASX has launched the ASX CHESS Statements Portal, giving you the ability to receive notifications about your holdings electronically.

To access the portal, you will need to formally opt in.

If you do not opt in, you will continue to receive CHESS holding statements and notifications in the mail.

Once you have opted in, all of your statements and notifications will be available through the ASX CHESS Statements Portal and you will no longer receive paper statements.

Please click here to access the form to opt in to receiving CHESS holding statements and notifications electronically.

Please note, per the ASX CHESS Statements web page (see link below), "each account in CHESS is linked to a single HIN. If you have multiple HINs, [you] will need to opt in for each HIN and you will need to create an individual account for each HIN. You can use the same email for multiple accounts or different emails for each HIN account."

What are CHESS holding statements and notifications?

CHESS is the system that ASX uses to keep track of investors’ holdings and personal details.

Currently ASX sends a CHESS holding statement in the mail to investors at the end of the month if there has been a change to a security they hold - one for each security, for example if the investor has bought or sold securities.

CHESS notifications are also sent to investors shortly after they inform their broker of changes to their details, such as name and address.




For more information please visit the ASX website here.

    • Related Articles

    • Are shares purchased through Marketech CHESS sponsored?

      Yes, all shares bought through Marketech are CHESS sponsored in your account name.

    • How can I view my portfolio and trading history?

      You can easily download a CSV or PDF file of your Portfolio Valuation, Trading History or Cash Transactions from within the platform. Simply follow these steps: Click the icon at the top left of the screen. This opens the Portfolio tab on the left ...

    • Do you offer CFD's?

      At this stage we only provide a service for trading the ASX and NSX listed equities and ETFs and Cboe listed ETFs. Your shares are held on your HIN and registered with ASX on the CHESS register.  We may look at connecting a CFD provider in the ...

    • What is your telephone number?

      As a low-cost, online broker it is important for us to keep our overheads as low as possible in order to ensure we are able to provide our service to clients at the best possible price.  That said, it is our goal to prove that low-cost doesn’t mean ...

    • What's the difference between issuer and broker sponsored shares?

      Issuer sponsored shares are issued directly from the company and are maintained by a share registry.  They are identified by a Securityholder Reference Number (SRN) that typically starts with an “I” e.g. I0007627234. Broker sponsored shares are ...