Opening a Trading Account (Australian residents)
ID Verification
Due to the the continued rise of cybercrime, there is a heightened risk that stolen personal information may be used to commit identity theft and fraud, and as such we have been forced to be extra vigilant in verifying customers’ identity. With this ...
Account Designation
What is an account designation? Account designations are used: by trusts, deceased estates, minors and unincorporated funds, where the shares cannot be directly held by the beneficial owner, but rather must be registered in the name of a trustee (or ...
Can I open an account without a drivers licence?
Don't have a drivers licence? No problem! You can still open a trading account! When asked for your licence number in the application, enter your passport number and you will be able to proceed with the rest of the application. The electronic ...
Emails you'll receive during the account opening process
When you apply online for an account with Marketech, you will receive a series of emails, some of which will require your attention. Below we have outlined the emails you are likely to receive, and any action required by you to ensure the prompt ...
How do I open a trading account?
Applying for a trading account online is quick and easy once you are trialling, or have subscribed to, our trading platform. Watch the video below or follow the steps below: Log into your Marketech Focus account Click on Select 'Trading accounts' Add ...
What do I need to open an account?
Marketech supports the following type of accounts: Individual Joint Company Self Managed Super Funds (SMSFs) Trusts Individual/Joint To prepare yourself for the online application, please ensure you have the following information ready. Your personal ...
Opening a linked Macquarie CMA
Your Macquarie Cash Management Account (CMA) is a bank account that will be used for investing. It has no set up or monthly fees and you will earn interest on your cash balance. Your Macquarie CMA is integrated with your Marketech trading account ...
Who can certify my documents?
All copies of ID submitted to us must be certified by an approved certifier. IMPORTANT: A certified copy must be signed as a true and correct copy by an authorised person, independent from the applicant and application. A certified document should ...
Opening an account for a Trust
This section refers to other Trusts such as Family Trust, Investment Trusts or other. For information on setting up an account for a Self Managed Super Fund, please click here. To prepare yourself for the application, please ensure you have the ...
How long will it take to process my account application?
Once you have completed your online application, and supplied any requested documentation, there are a few steps behind the scenes that are required in order for your account to be ready for trading. The reason it takes time is because there are ...
Who can open a trading account?
Account holders are required to be 18 years or older and with a connection to Australia (eg tax resident, Australian address) sufficient to open an Australian bank account. You can open the following types of accounts with Marketech: Individual Joint ...
Where can I find a copy of my trust deed?
A trust deed is issued when a SMSF or Trust is established. If you do not have this at home, ask your accountant, lawyer, bank or insurance broker if they have a copy of your trust deed. If the trustee opened a bank account, the bank should have a ...
Opening an account for a SMSF
To prepare yourself for the application, please ensure you have the following information ready. Your personal details and details of any other individual trustees listed on the trust deed. All individual trustees will need to confirm their identity ...
Opening an account for a Company
To prepare yourself for the application, please ensure you have the following information ready. Australian Company Number (ACN); Australian Business Number (ABN); Tax file number; Date and place of incorporation; Registered office address and ...
What ID is required to set up an account?
Your Australian Driver's Licence will be used to verify your identity through our online electronic verification (EV) system. For successful verification, please ensure the details on your Driver's Licence match your application exactly. What ...
Can I open an account if I live overseas?
As at 30 June 2024, applicants for a trading account need to be have a connection to Australia (eg tax resident, Australian address) sufficient to open an Australian bank account with Macquarie. This is to allow for settlement of trades. From August ...