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What is Trader Advantage?

Trader Advantage is Westpac Share Trading’s exclusive program for active investors. The program was established to provide our most active and valued clients with exclusive benefits, as well as dedicated service and support. 

Who is eligible for Westpac Trader Advantage?

Westpac Trader Advantage is available for any trader with an annual brokerage spend of $5,000 or more1. Once you reach the threshold, the Trader Advantage team will be in contact to welcome you to the program.

Complimentary access to advanced trading tools

Exclusive dedicated relationship support


Complimentary access to premium research


Personalised management of large orders


Program inclusions

Service and Support

During periods of heightened market volatility when call volumes can surge, rest assured, we’ve got you covered. Direct lines of communication ensure we can service program members with priority and care.

Our dedicated Trader Advantage service representatives are available Monday to Friday, 8:00am -7:00pm (AEST)

Complimentary access to Sandstone Insights (a part of MST Financial)

Sandstone Insights produces comprehensive research on ASX listed stocks across all sectors in large, mid, small, and micro-cap companies. The research provides timely and actionable investment ideas with recommendations (Buy, Hold or Sell) on companies, along with Australian equity market strategy and commentary with longer-term insights and views.

Sandstone’s research and insights draw on the analysis produced for an Institutional audience and is re-purposed to suit the needs of private investors.


  • ASX stock specific research notes 
  • Intraday flash notes 
  • Equity market strategy
  • Sector and market commentary
  • Stock recommendations
  • First alert webinar calls
  • Webinars, bespoke webinars, and video content
  • Exclusive Q&A with senior management of ASX listed companies
  • Exclusive Westpac Trader Advantage seminars/events 

Complimentary access to Morningstar Premium

Morningstar Premium Research offers in depth analyses, recommendations, and access to a range of sophisticated tools and features. Premium features include Current Recommendation and Recommendation Changes, Model Portfolio Tool, and Corporate Events. 

Complimentary IRESS ViewPoint

IRESS ViewPoint is a professional trading platform designed for day traders, as well as active longer-term investors. IRESS ViewPoint offers real-time market data and the ability to trade Securities, Options, Warrants and Exchange Traded Funds (ETFs) seamlessly on a single platform. The fully customisable layout allows you to select the information that is most relevant.


  • Trade Securities, Options, Warrants and ETFs on the same screen.
  • Prices and other data points continuously updated in real-time, so you can act on the market action as it happens.
  • Configurable monitors designed for viewing Option and Warrant quotes and valuations.

Management of Large Orders 

Receive personalised assistance with the management of market orders exceeding $1 million.

Complimentary Off Market Transfers

Complimentary off market transfers to, and between, existing Westpac Share Trading accounts

Things you should know

1 Annual brokerage threshold is calculated from 1 July to 30 June.


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 the 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.

You should read the Westpac Securities and AUSIEX Financial Services Guides (“FSGs”), which provide you with information on the services Westpac Securities and AUSIEX can provide. You can access the FSGs via

This website may contain material provided directly by third parties. This information is given in good faith and has been derived from sources believed to be accurate at its issue date. While such material is published with necessary permission, no company in the Westpac Group nor any of their related entities, employees or directors (together, “Westpac”), nor AUSIEX, accepts responsibility for the accuracy or completeness of, or endorses any such material. This website may also contain links to external websites. Westpac does not accept responsibility for, or endorse the content of, such external websites. Except where contrary to law, Westpac intends by this notice to exclude liability for material provided directly by third parties and the content of external websites.

Neither Westpac nor any other company in the Westpac Group nor any of their directors, employees and associates nor AUSIEX, guarantees the security of this website, gives any warranty of reliability or accuracy nor accepts any responsibility arising in any other way including by reason of negligence for, errors in, or omissions from, the information on this website and does not accept any liability for any loss or damage, however caused, as a result of any person relying on any information on the website or being unable to access this website. This disclaimer is subject to any applicable contrary provisions of the Australian Securities and Investments Commission Act and Competition and Consumer Act.

The information contained on this website does not constitute the provision of advice or constitute or form part of any offer, solicitation or invitation to subscribe for or purchase any securities or other financial product nor shall it form part of it or form the basis of or be relied upon in connection with any contract or commitment whatsoever.

If a Product Disclosure Statement is available in relation to a particular financial product, you should obtain and consider that Product Disclosure Statement before making any decisions about whether to acquire the financial product.

Any securities or prices used in the examples on this website are for illustrative purposes only and should not be considered as a recommendation to buy, sell, or hold.

The information on this website does not take into account 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.

All information contained on this website is given in good faith and has been derived from sources believed to be accurate at its issue date. However, the information is selective and neither Westpac nor any other company in the Westpac Group nor AUSIEX, Morningstar or Sandstone Insights, have verified the information, which may not be complete or accurate for your purposes. Those companies make no representation or warranty of any kind as to the accuracy or completeness of the information. It is general information only and should not be considered as a comprehensive statement on any matter and should not be relied upon as such.

Past performance is not a reliable indicator of future performance. 

Morningstar investment research and recommendations are provided by Morningstar Australasia Pty Ltd (ABN 95 090 665 544, AFSL: 240892) and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc.

Sandstone Insights is a registered business name of MST Financial Services Limited (ABN 54 617 475 180, AFSL 500557) and Australian Investment Exchange Limited (ABN 71 076 515 930, AFSL 241400) are not part of the Westpac Group.

Westpac Securities is not a related party of Morningstar Australasia Pty Ltd or Sandstone Insights.

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