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FAQS

Help with getting started

Getting started

Helpful FAQs on how to open a nabtrade account, set up an account and log into nabtrade.

How do I open a nabtrade trading account?

Is a nabtrade account free?

Do I need to be a NAB customer to open a nabtrade account?

What accounts do I get when I open a nabtrade account?

What are the requirements to open a nabtrade account?

What documents do I need to open a nabtrade account?

What documents do I need when opening an Australian Company or Organisation nabtrade account?

How do I open a trading account for a minor? 

I have a Foreign company, can I open a nabtrade account?

Why am I not required to provide a W8BEN form when opening a nabtrade account?

Why do I need to provide a Tax File Number?

What information do I need to establish an SMSF?

As an existing NAB customer, why am I being asked to complete KYC again when joining as a beneficial owner?

As an existing nabtrade customer, why am I being asked to provide the rationale of complex ownership structure of my Company or Trust?

What's a Holder Identification Number (HIN)? 

What is CHESS?

What do I do if I am a new to bank customer and have dropped off during the application process? 

How do I verify myself via NAB Internet banking?

How do I open a nabtrade company account online with multiple connected parties?

How do I open a nabtrade account online for a trust with multiple Individual trustees and beneficiaries?

Can I use a PO Box when opening an individual account?

What is my User ID?

Forgotten your password?

How do I activate my trust/SMSF trading account?

How do I set up my account for trading International shares?

What are the eligiblity criteria for international trading?

What is an outstanding action and what do I need to do?

What is the difference between transferring Issuer Sponsored shares and Broker Sponsored shares?

How do I transfer Issuer Sponsored shares to nabtrade?

How to complete an Off Market Transfer

How do I transfer Broker Sponsored shares to nabtrade?

What information do I need to establish an SMSF?

How do I set up my nabtrade High Interest Account?

How do I activate Dividend Crediting?

FAQ categories:

Cash transactions

Placing an order

Managing your account

Using the nabtrade platform (desktop)

Using the nabtrade mobile app

Using the nabtrade IRESS ViewPoint

Disclaimer
nabtrade is the information, trading and settlement service provided by WealthHub Securities Limited ABN 83 089 718 249 AFSL No. 230704. WealthHub Securities is a Market Participant  under the ASIC Market Integrity Rules and a wholly owned subsidiary of National Australia Bank Limited ABN 12 004 044 937 AFSL No. 230686 (NAB). NAB doesn’t guarantee its subsidiaries’ obligations or performance, or the products or services its subsidiaries offer. This website contains general advice only and has been prepared without considering your objectives, financial circumstances or needs. Before acting on any general advice or information on this page, you should consider the appropriateness of the general advice or information with regard to your objectives, financial circumstances or needs.