To close your nabtrade trading account, please follow the steps below for each account or sub account you are wanting to close.
To ensure we can process your request as quickly as possible, please complete steps 1 – 4 prior to sending us your written request.
Review and cancel all open orders.
To view your open orders, go to Trading > Order Status. To amend or cancel an order, click on the relevant icon under Actions on the right hand side of the table next to your order.
Transfer all remaining funds in the nabtrade Cash Account/High Interest Accounts.
To transfer money out of your nabtrade Cash Account or High Interest account go to Cash > Make a funds transfer.
Should you wish to transfer more than $20,000 to an external account, or for instructions on transferring more than $100,000 to an external account please contact us on 13 13 80.
Find out more about how to transfer money out of your nabtrade Cash Account.
It is recommended that you download a copy of your statements for tax and account keeping purposes, eg: Cash Statements, Confirmations and Total Wealth Reports.
Please note not all reporting features will be available once an account is closed.
Reports can be accessed by clicking Total Wealth > Reports > Select which report you’d like, the date from which you’d like the information and account(s) > Then Generate report > After your report is generated click Download report
You can download your previous cash statements under Accounts > Select the Cash Account you wish to retrieve the statement for > Statements > Select the PDF icon for the specific period you wish to retrieve information for.
For more information, visit Tips to make tax time easier with nabtrade.
If shares are still held on the account, we will need your instructions signed by all account holders before we can close the account:
Please email your signed written request and any accompanying forms to forms@nabtrade.com.au ensuring all account holders have expressed their consent by signing the request. This is particularly important for Joint, Company and/or Trust Accounts.
IMPORTANT: This request must be sent from the email address registered to the relevant account.