Account Opening
17 articles
- Can I resume investing if I have closed my account?If I have previously invested with InvestSMART, but closed my account, can i re-open my account?
- What information will I need to open an account?Considering investing with InvestSMART? Here's all the information you will need to open an account, depending on your entity type.
- Am I charged for multiple portfolios?Fees for multiple portfolios?
- When do I need to open a new account?
- How can I apply to invest?Where do I go to start investing with InvestSMART? Where do I start to invest?
- Can I hold more than one portfolio in a PMA?Can a PMA have multiple portfolios?
- What do I need to open a joint account?All the requirements to open an investment account for yourself and another adult.
- Do I need to be an Australian citizen or live in Australia to invest?Everything you need to know about investing with us if you currently live or are based overseas or an overseas citizen
- What do I need to open an individual account?All the requirements to open an investment account in your name.
- How can I apply to invest for my Company?All the requirements to open an account for a Company (Pty Ltd)
- How can I apply to invest on behalf of my children, grandchildren or others under 18?All the requirements to apply on behalf of a person under the age of 18
- How can I apply for my Trust?All the requirements to open an account for your Trust
- How can I apply for my Trust (Individual Trustees)?All the requirements to apply on behalf of a Trust with individual trustees
- How can I apply for my Trust (Corporate Trustee)?All the requirements to apply on behalf of a Trust with Corporate Trustee
- What do I need to apply for my SMSF (Corporate Trustee)?All the requirements to get started for an SMSF with corporate trustee.
- What do I need to open an account for my SMSF?All the requirements to open an account for your SMSF.
- What do I need to apply for my SMSF (Individual Trustees)?All the requirements to get started for an SMSF with individual trustees.