Welcome to the place you'd rather not be. We know forms are a pain, and we always try to minimise their existence. Sometimes, though, they're a necessary evil to protect your assets and identity.
Please contact Openmarkets support for application forms. If you're looking for our legal page – which includes riotous readings and hit titles like T&Cs, FSG and best execution policy – you'll find that here.
You should read and understand some important info before you open an account with us. Fo' real. You'll find some bonus reading if you're thinking of trading options. Lucky you.
Ok now we're getting into actual form territory. You might say we're in pretty good form. Shucks.
Link an existing Macquarie Cash Management Account (CMA) to settle transactions on your Openmarkets account.
Link an existing DDH Graham Money Market Deposit Account to settle transactions on your Openmarkets account.
Link an existing Leveraged Equities margin loan to settle transactions on your Openmarkets account.
Grant a third party authority to view or transact on your trading account.
And here are all some forms for when you're having a party closer to home... as opposed to third party – get it?
Apply to trade options on your Openmarkets account.
Sell a listed security that is Issuer-sponsored in an individual or joint name.
Existing clients only. Transfer holdings attached to an existing HIN with another broker to your Openmarkets HIN.
Update your CHESS registration address and/or your email address for contract notes on your account.
Certified supporting documents required. Change your name on an account.
Set up a direct debit arrangement with Openmarkets for the payment of monthly trading software license fees.
FATCA (Foreign Account Tax Compliance Act) self-certification form for when individuals relating to companies, trust or super funds are US citizens or residents for tax purposes.
Transfer issuer-sponsored holdings to your Openmarkets HIN.
Change the registered name on a holding from one entity to another.
Withdraw funds from the Openmarkets ANZ Cashactive trust account linked to your Openmarkets trading account.
Close your Openmarkets trading account?! 😱