Account Forms
Open a live online trading account in minutes
The online application will try to verify your identity electronically with the details you provide. If the verification is successful, you will not need to provide any further documents and your account will be opened and ready to trade almost immediately.
Not ready to trade live? Practice trading shares with a share trading demo account or Forex and CFDs with these demo trading platforms.
Paper Application Forms
If you would prefer to apply using our paper forms rather than online please complete the appropriate forms below. Together with any required Certified Indentification Documents these forms include everything you need to open your account.
Individual, Joint or Sole Trader Accounts
- Equities & Derivatives Application Form for Individuals, Joint Accounts or Sole Traders
- Please complete the forms indicated in the application form at Section 11 under Attachment A and return these with your application. These forms can be found below under Agreements & Declarations - Forms
- Attachment B - Documents which form part of the Application (all applicants to read and understand before signing)
Company and other Entities Accounts
- Equities & Derivatives Application Form for Companies and Other Entities
- Please complete the forms indicated in the application form at Section 11 under Attachment A and return these with your application. These forms can be found below under Agreements & Declarations - Forms
- Attachment B - Documents which form part of the Application (all applicants to read and understand before signing)
Institutions
Trading US Securities
- Individuals:
- Corporates:
- Intermediaries & Flow Through Entities:
Cash Management
Agreements & Declarations - Forms
- Bank Details Verification Form
- Change of Details Form
- CHESS Sponsorship Agreement & Form
- Convert Issuer Sponsored Holdings to CHESS Form
- CRS Self-Certification for Individuals and Controllers
- CRS Self-Certification for Entities
- FATCA Declaration & Acknowledgement - Individuals, Trusts & Companies
- FATCA Declaration & Acknowledgement - Institution
- Income Direction Form
- Online Trading Agreement
- PEP Declaration - Source of Wealth Form
- Pershing Direct Debit Credit Authority Form
- Pershing International Bank Details Form
- Pershing Registered Holder Collateral Cover Authorisation
- Pershing Broker to Broker Transfer Authority Form - Options
- Request to Change Sponsoring Broker (CHESS)
- Third Party Authority
- Warrant Agreement Form
Disclosures and Terms & Conditions
All products and services
- PhillipCapital Financial Services Guide
- PhillipCapital Privacy Policy
- Pershing Financial Services Guide
- Pershing Clearing Disclosure Statement Retail
Equities - Australian & International Shares
- PhillipCapital Terms & Conditions - Australian & International Equities
- PhillipCapital Best Execution Policy
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