Once you've logged into nabtrade for the first time, get your account set up and personalised based on your preferences. For information about which browsers are compatible with nabtrade, visit our browser specifications page.
Check whether you have any outstanding actions on your account: Login > Admin > Administration. This may include finalising your verification or completing any transfers of shares to your new nabtrade account. Further information on the different types of outstanding actions, what they mean and what you need to do are detailed on our FAQs page.
Customise your site experience by selecting a default login page: Admin > Settings > Preferred start page. You can also set a default tab for the quote page by searching for a security ‘e.g. CSL’ > then clicking on the desired tab ‘Market depth’ > Set default tab.
Get your dividends automatically credited to your nabtrade Cash Account: Login > Holdings > Set dividend crediting.
If you’ve got multiple accounts you can add nicknames for easer identification by logging into nabtrade > Admin > Nicknames.
Education can play an important role in shaping your portfolio, so we've put together some articles and videos to help boost your confidence. For more education, please visit the Investing Edcucation section on our Insights page.
The basics of building a portfolio
When investing, it’s just as important to focus on asset allocation as well as individual stocks.