All forms and publications below are PDF documents and require Adobe Acrobat reader to read.
Account Applications
Open an account online
You can choose the account type that suits you and complete an application online or print a form to complete later.
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Open Account |
One-off sales
You can sell your shares without needing to open an account.
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One-off sales |
Account Features
Change your details
Use this form to change your name, address or contact details.
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Download form |
Upgrade an existing account for online trading
If you have an existing phone trading account, you can easily upgrade it for online trading by using this online form.
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Upgrade my account |
Enable Warrants trading on your account
To trade Warrants, you must read the ASX's Understanding Warrants Trading publication and complete the Warrant Agreement Form.
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Download Form |
Enable Options trading on your account
To trade Options, you must read the ASX's Understanding Options Trading publication and our Product Discloure Statement complete the Options Agreement Form.
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Download Form |
Open a CMC Markets Cash Account
If you already have a trading account with us, but no Cash Account, read the CMC Markets Cash Account Product Disclosure Statement and send us the Cash Account form.
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Download Form |
CHESS Sponsorship agreement
Use this form if you already have a trading account with us that is not CHESS Sponsored.
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Download Form |
Request emailed trading confirmations
Use this form to have your trading confirmations sent by email rather than postal mail. You can nominate up to 2 email addresses to receive the confirmations.
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Download Form |
Authorised Agent
Use this form if you would like to allow a third party to act on your account.
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Download Form |
Transfer CHESS holdings from another broker
Use this form to transfer some or all of your holdings that are sponsored by another broker to your CMC Markets Stockbroking account.
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Download Form |
Convert issuer sponsored holdings to CHESS
Use this form if you have issuer sponsored holdings you would like CHESS sponsored in your CMC Markets Stockbroking account.
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Download Form |
Link an external bank account
Use this form to link an external bank account to your CMC Markets Cash Account for easy funds transfers.
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Download Form |
Miscellaneous Forms
Collateral Cover Authorisation for Options
Use this form to lodge stock as collateral at the Options Clearing House. |
Download Form |
Estate Sales Form
Estate executors can use this form for selling shares from an estate. |
Download Form |
Off-market Transfer Form
Use this form to transfer shares off-market. |
Download Form |
Disclosure Documents
ASX Publications
Get Started with CMC Markets Stockbroking Today
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