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.
As a nabtrade Premium client you'll also receive a phone call when you open an account to assist you with your transition to nabtrade.
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.
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.
To ensure we can identify you as a JBWere client and transition your account to nabtrade – please ensure you include the JBWSTAFF promo code in the online application form.
nabtrade is a part of NAB's employee bank offering, and as a result JBWere employees can take advantage of a discount on brokerage and margin lending.
Key employee benefits include:
To ensure these benefits are applied to your account ensure you complete the Employee Notification Form
*The special rate is a 2% discount on the standard variable rate. The discount will apply for the life of the loan, or until varied or withdrawn by NAB.
Once your HIN has been moved to nabtrade, you can update the cost base of your securities to ensure accurate performance reporting.
To do this simply:
Yes, you do. You do not need to seek pre-approval to trade on the NAB trade platform. You need to follow all other policy requirements such as pre-approval requirements and 30 day holding rule requirements.
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:
No, we don't require a broker to broker transfer request if you enter the JBWSTAFF promo code.
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.
We've partnered with the industry’s leading research providers to bring you the latest company research and market insights.
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 (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.