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Summary

Before you get started, here's a quick recap of what you're applying for:

Westpac Share Trading Account with a Westpac Cash Investment Account

You’ve chosen a Westpac Cash Investment Account to link to your Westpac Share Trading account. We'll only open a Westpac Share Trading account and Westpac Cash Investment Account if you don't already have one in the same name.

 

To open you’ll need to:

  • Be at least 18 years old
  • Have an Australian residential and postal address
  • Have an Australian registered address (companies and trusts).

Westpac Share Trading Account

Buy, sell, and manage your investments easily. Benefits include:

 

  • Access to 5,000+ Australian shares, ETFs, bonds and Warrants
  • 24/7 access via the Westpac Share Trading website and app, plus Online Banking and the Westpac App^
  • Trade on the go with the Westpac Share Trading App (iOS and Android)
  • Instruct your dividends to be paid automatically to your Westpac Cash Investment Account with our Dividend Direction Service
+

Westpac Cash Investment Account

Manage your funds easily with Online Banking or the Westpac App. Benefits include:

 

  • Low brokerage from $4.95* when you trade
  • No monthly account-keeping fee and no transaction fees (other fees may apply)**
  • Interest calculated daily and paid monthly
  • View your available funds anytime in the Westpac Share Trading website and app^ 

Are you applying for an account in your name only?

Are you already a Westpac customer?

What to have handy

  • Your Westpac Online Banking sign in details.
  • Your foreign tax details, if you are liable to pay tax in another country.
  • Your Tax File Number (TFN), although this is optional and can be provided later.

By continuing

You acknowledge:

 

You agree:

  • To the Westpac Cash Investment Account Terms and Conditions (PDF 481KB) and the Online Banking Terms and Conditions (PDF 633KB) that apply to the Westpac Cash Investment account.
  • To the Westpac Share Trading Terms and Conditions and Best Execution Policy that apply to the Westpac Share Trading account.
  • To provide your consents to the following actions that Westpac may take when processing your Westpac Cash Investment Account application:
    • contact you about this application;
    • set your communication preferences (including statements, and terms and conditions) to electronic delivery. You may change your communication preferences in Online Banking or by contacting Westpac at any time.
  • That when processing your Westpac Share Trading application, AUSIEX:
    • may contact you about this application;
    • will set your communication preferences to electronic delivery for trade confirmations and trading account statements. You can update your trade confirmation preferences at any time through the Westpac Share Trading website.
  • To your obligations relating to Anti-Money Laundering and Counter-Terrorism Financing requirements as well as Westpac’s other reporting obligations if you are a foreign tax resident.
  • To your obligations under Anti-Money Laundering/Counter-Terrorism Funding (AML/CTF) laws, including providing information and documentation for identity verification and ongoing monitoring, and acknowledging that AUSIEX may be required to make certain reports.

Ready to get started?

Yes, continue

No, I want to consider a different settlement option

What to have handy

Your mobile

A secure code will be sent to your mobile to verify your phone number.

At least 1 of these ID documents

  • Passport
  • Australian driver license
  • Australian birth certificate
  • Medicare card (can only be used in conjunction with a second form of ID)

 

If we’re unable to verify your identify online, or you don’t have any of these documents, please visit your nearest branch with suitable ID (PDF 657KB) so we can identify you.

 

If you’re Aboriginal or Torres Strait Islander and don’t have the required documents, call our Indigenous Call Centre on 1800 230 144 Monday-Friday 9am - 6.30pm ACST or visit your nearest branch.

Tax details

Foreign tax details

Only applicable if you’re liable to pay tax in another country.

Australian tax details

Your Tax File Number (TFN), however this is optional and can be provided later.

By continuing

You acknowledge:


You agree:

  • To the Westpac Cash Investment Account Terms and Conditions (PDF 481KB) and the Online Banking Terms and Conditions (PDF 633KB) that apply to the Westpac Cash Investment account.
  • To the Westpac Share Trading Terms and Conditions and Best Execution Policy that apply to the Westpac Share Trading account.
  • To provide your consents to the following actions that Westpac may take when processing your Westpac Cash Investment Account application:
    • contact you about this application;
    • set your communication preferences (including statements, and terms and conditions) to electronic delivery. You may change your communication preferences in Online Banking or by contacting Westpac at any time.
  • That when processing your Westpac Share Trading application, AUSIEX:
    • may contact you about this application;
    • will set your communication preferences to electronic delivery for trade confirmations and trading account statements. You can update your trade confirmation preferences at any time through the Westpac Share Trading website.
  • To your obligations relating to Anti-Money Laundering and Counter-Terrorism Financing requirements as well as Westpac’s other reporting obligations if you are a foreign tax resident.
  • To your obligations under Anti-Money Laundering/Counter-Terrorism Funding (AML/CTF) laws, including providing information and documentation for identity verification and ongoing monitoring, and acknowledging that AUSIEX may be required to make certain reports.

Ready to get started?

Yes, continue

No, I want to consider a different settlement option

Ready to get started?

Yes, continue

No, I want to consider a different settlement option

Things you should know

* For trades up to and including $1,000. Please refer to the Westpac Share Trading and AUSIEX Financial Services Guides for the complete list of brokerage rates.

**For full details, please refer to the Westpac Cash Investment Account Terms and Conditions. (PDF 481KB)

^Subject to system availability and maintenance.

Westpac Securities Limited ABN 39 087 924 221, AFSL 233723 (Westpac Securities) (trading as ‘Westpac Share Trading’) provides the opportunity to trade listed financial products through our arrangement with Australian Investment Exchange Limited ABN 71 076 515 930, AFSL 241400 (AUSIEX), a wholly owned subsidiary of Nomura Research Institute, Ltd. (NRI). AUSIEX is a Market Participant of ASX Limited (ASX) and Cboe Australia Pty Ltd (Cboe), a Clearing Participant of ASX Clear Pty Limited and a Settlement Participant of ASX Settlement Pty Limited. Neither AUSIEX nor Westpac Securities are representatives of each other. Westpac Securities is not a related party of AUSIEX, NRI, ASX or Cboe. Under this arrangement, all trading, clearing, settlement and stock sponsorship arrangements are directly with AUSIEX. AUSIEX is not authorised to carry on business in any jurisdiction other than Australia. Accordingly, the information contained in this website is directed to and available for Australian residents only.

The Westpac Cash Investment Account is issued by Westpac Banking Corporation ABN 33 007 457 141, AFSL and Australian credit licence 233714. Please read the Westpac Cash Investment Account Terms and Conditions and consider if a Westpac Cash Investment Account is suitable for you. A Target Market Determinations for the product is available at https://www.westpac.com.au/tmd > Enter what you are looking for > Type in ‘Cash Investment Account’.

The information has been prepared without taking account of your objectives, financial situation or needs. For this reason, before acting on the information you should consider whether it is appropriate to you, having regards to your objectives, financial situation and needs and, if necessary, seek appropriate financial advice.

Westpac Securities is a wholly owned subsidiary of Westpac Banking Corporation ABN 33 007 457 141, AFSL and Australian credit licence 233714 (Westpac) and part of the Westpac Group. A financial product acquired through Westpac Securities is not a deposit with, or any liability of Westpac or any other company in the Westpac Group. Investment in a financial product is subject to investment risk, including possible delays in repayment or loss of income and principal invested. Neither Westpac nor any of its related entities stands behind or otherwise guarantees the capital value or investment performance of any financial product acquired through Westpac Securities. 

© Westpac Banking Corporation ABN 33 007 457 141, AFSL and Australian credit licence 233714. 

The Westpac Group, 275 Kent Street, Sydney, NSW 2000, AUSTRALIA