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Non-individual and NEL onboarding may be unavailable between Friday (14 June) 20:00 to Sunday (16 June) 20:30 for scheduled maintenance.

 

nabtrade for JBWere clients

Enjoy a smooth transition to your new investing service from NAB.

Why choose nabtrade?

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A world of opportunity

With one login, access over 10,000 securities across instruments such as shares, bonds and ETFs.

 

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Enjoy great value trading

Trade domestic and international shares online from $9.95* (plus FX for international).

*Trades up to $1,000

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Investing insights

Stay ahead of the game with our news and insights.

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Research & charting

Find your next investment opportunity with the latest company research and charting.

Your transition experience

To make moving your portfolio to nabtrade an easy one watch our short video.

By transferring your Holder Identification Number (HIN) from JBWere all of your securities and dividend instructions will be moved to your new account.

Please note any international holdings will need to be manually transferred, and you will need to transfer any cash from your JBWere Cash Trust or JBWere Cash Account separately as well.

How to move your portfolio to nabtrade

Enjoy a smooth transition to your new investing service from NAB. Getting started is easy, simply follow the steps below. And, if you need any further help our step-by-step guides are available.

1. Start an online application

2. Select 'Transfer HIN and Holdings' when completing the form

3. Once your application is complete, call us on 13 13 80 to apply the JBW100 promo code to ensure you're tagged as a JBWere client.

Don't forget the PROMO code

JBW100

To ensure we can identify you as a JBWere client and transition your account to nabtrade – please ensure you contact us on 13 13 80 with the JBW100 promo code.

Frequently asked questions

Yes, your portfolio will be moved from JBWere to your new nabtrade account. However, to do this, when completing the application form online you need to:

Yes, your dividend instructions are recorded with the share registry against your Holder Identification Number (HIN). When your HIN in transferred to nabtrade, these are moved too.

JBWere will share some information with nabtrade to help get your account set up. You will still need to open an account online, so we can link any NAB accounts and verify your identity. JBWere will share with us signature records and trust deeds to avoid you having to supply these again. This is done in accordance with the NAB group privacy policy.

No. When you open a nabtrade account a nabtrade cash account will be established. You can then transfer funds to this account using the BSB and account number, or by BPAY.

You can find these details by logging into nabtrade > selecting Cash Account from the Cash drop down menu > then clicking on the Account Details tab.

If you already have a nabtrade account you can move your holdings from JBWere using the Broker to Broker transfer form. You’ll need to print sign and email this back to forms@nabtrade.com.au

You can find this under Holdings > Transfer shares to nabtrade > Broker to Broker transfer.

The broker name should be JBWere and the Broker number (PID) is 1226.

No. nabtrade does not provide financial advice and you should consider your investment needs when deciding whether opening a nabtrade account is appropriate for you.

This website contains general advice only, and has been prepared without taking into account your personal objectives, financial situation or needs. Before acting on any advice in it, NAB and WealthHub Securities recommend that you consider whether it is appropriate for your circumstances and that you review the relevant Product Disclosure Statement (PDS), Terms and Conditions (T&C) or Financial Services Guide (FSG).

No, once your JBWere account is closed you will no longer have access to JBWere research or the JBWere client portal.

The nabtrade service is provided by WealthHub Securities Limited, which is the market participant for both nabtrade and JBWere.

WealthHub Securities and JBWere are both part of the NAB Group and wholly owned subsidiaries of NAB Limited.

Our research providers

We've partnered with the industry’s leading research providers to bring you the latest company research and market insights.

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Invest with an award-winning platform

nabtrade is an award-winning investment platform – with awards from CANSTAR and Money magazine for online trading, cash and margin lending.

CANSTAR Outstanding Value Online Share Trading Casual Investor
CANSTAR Outstanding Value Online Share Trading Active Investor
CANSTAR Outstanding Value Savings Account
Small BOB Best Innovative Trading

CANSTAR: Outstanding Value – Online Share Trading (2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016) and Outstanding Value – Savings Account (2020, 2019, 2018, 2017, 2016). Money magazine: Best of the Best awards 2016, Best innovative trading feature – international.

Check your positions and trade on the go with the nabtrade mobile app.

Download today from the Apple App Store or Google Play Store.
 

Nabtrade Mobile App Screens