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How do I apply and what are the requirements?

To apply for a live account, click here. For demo, click here.

General Requirements:

The following requirements must be met for live account applications:

  • Be 18 years or older at the time of application
  • Have a valid passport or government-issued photo ID
  • Have a legal residential address and proof of address
Click here to learn about our document guidelines.

Requirements by Account Type:

1. Individual Account

  • Live Account Application
  • One (1) Government Issued Photo ID or Passport
  • One (1) Proof of Address in any of the following forms:
    • bank statement
    • credit card statement
    • utility bill (water, electricity, gas, phone, internet, etc.)
    • additional ID card showing the residential address
Click here to learn about our document guidelines.

2. Joint Account

  • Each member of the joint account needs to meet the Individual Account requirements above
  • Joint Account Acknowledgement form*

3. Introducing Broker (IB)

  • Individual Account requirements (see above)
  • IB Application form*

4. Company Application

  • Individual Account requirements (see above)
  • Company Application form*
  • Certificate of Incorporation
  • Proof of Directorship/ Shareholder Agreement
  • LEI (Legal Entity Identifier) - click to check out our recommended LEI issuer
  • Proof of Trading Address for the company (for Directors)
  • Company Extract/Statement that includes:
    • List of all shareholders
    • List of all directors
    • Signatory list
    • Memorandum and Articles of Association
    • Authorised trader list

5. Corporate Super/Trust Account

  • Individual Account requirements (see above)
  • Corporate Trust Application form*
  • Certificate of Incorporation
  • Trust Deed
  • LEI (Legal Entity Identifier) - click to check out our recommended LEI issuer
  • Proof of Trading Address for the trust (for all Directors/Trustees)
  • Company Extract/Statement that includes:
    • List of all shareholders
    • List of all directors
    • Signatory list
    • Memorandum and Articles of Association
    • Authorised trader list

6. Non-Corporate Super/Trust Account (Individual and Family Trusts)

  • Individual Account requirements (see above)
  • Super/Trust Account Application form*
  • Trust Deed

7. MAM (Multi-Account Manager) Account

  • All members of the MAM account need to meet the Individual Account requirements 
  • Non-Enduring Power of Attorney (NEPA) form*
  • Authority to Deduct Fees form*
Note: We currently do not offer PAMM, but MAM works very similarly as PAMM — only better. Reach out to Support to learn more.

Important Notes:

*Forms for non-individual accounts will be provided by email once the Individual Account application is approved.