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Welcome centre

Get the most out of nabtrade

Welcome centre

Whether you’re a first time investor or a seasoned trader, knowing how to best use nabtrade can help set you up for success.

Here you'll find everything you need to know about setting up your account, customising your experience, placing a trade and much more.

Account set up

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.

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Outstanding actions

Check whether you have any outstanding actions on your account: Login > Admin > Settings. This may include finalising your verification or completing any transfers of shares to your new nabtrade account. Find out more about outstanding actions.

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Transfer your existing shares

Find out how you can Transfer Broker Sponsored Shares and Transfer Issuer Sponsored Shares to nabtrade.

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Activate your international account (if applicable)

Before we can activate your international account, we need to verify some information from you in order to meet our global tax obligations. Simply log into your account and go to Admin> Permissions> Trading Account-International> Activate and follow the prompts.

If you haven’t already all account holders will need to supply your TFN by logging into nabtrade and going to Admin> Personal Details. To update select Edit

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Set up dividend crediting

Get your dividends automatically credited to your nabtrade Cash Account: Login > Holdings > Set Dividend Crediting.

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Open a nabtrade High Interest Account

Put your cash to work while you find your next investment opportunity. Login > Cash > Open a High Interest Account - then follow the prompts to set up your new High Interest Account.

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Choose your default tab on quote pages

You can select the default tab you see on quote page: Search for a security > Click on the preferred tab (e.g. ‘Market Depth’) > Set default tab.

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Choose the page you see when you log in

Do you want to see your holdings when you log in? Go to: Login >Admin > Settings > Preferred Start page > Edit > Select your Preferred start page > Apply changes.

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Set your preferred trading and cash account

Do you have multiple trading and cash accounts and want to set one as a default? Go to: Admin > Settings > Nicknames > Selected preferred account.

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Change account nicknames

Nickname your accounts for easier identification: Login > Admin > Nickname then simply edit the name of your account/s.

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Alerts

Set up auto alerts to stay up to date with sensitive information that affects your portfolio: Admin > Settings > Auto Alerts > Edit > tick boxes based on preference > Apply changes.

You can also add other types of alerts through: Admin > Alerts and Notifications > Create new alert > Customise your alert > Save changes.

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Notifications

Set up notifications such as End of Day Portfolio Holdings and Confirmations Generated: Admin > Settings > Notifications > Edit > tick boxes based on preference > Apply changes.

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Our platforms. Your choice.

With multiple ways to access your nabtrade account, our range of platform options means you can trade at home or on-the-go with ease.

Desktop

Our most feature rich experience, with the full range of investment tools, videos and insights. Simply log on and get started.

Mobile

Download the free app (iOS and android available) from the Apple App store or Google Play and check your positions, access company research, transfer cash and trade on the go. 

Questions? View our app guide for help.

IRESS ViewPoint

nabtrade’s active trader platform featuring sophisticated tools and the ability to fully customise your experience. Find out more about IRESS ViewPoint.

Ready to start trading

Now that you're ready to start trading, our helpful videos cover the basics of using nabtrade. To view all our demo videos, please visit out Demo library.

And if you're a frequent trader, learn more about trading on IRESS ViewPoint.

Visit our Education centre

Ready to start trading, but need some education and inspiration?
 

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Need more help?

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Forms and resources