Westpac Trader Advantage

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 exclusive 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 kindly 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.

Get started

Opening an account is fast, simple and straightforward.

Open account

Dedicated Customer Support

13 13 31

8am - 7pm, Mon - Fri

Email us at securities@westpac.com.au or visit our Support page.

Things you should know

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

Share Trading is a service provided through Westpac Securities Limited, ABN 39 087 924 221, AFSL 233723 ("Westpac Securities") by 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. AUSIEX is not authorised to carry on business in any jurisdiction other than Australia. Accordingly, the information contained in this document is directed to and available for Australian residents only.

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.

This website may also contain links to external websites. Westpac and the Participant do not accept responsibility for, or endorse the content of, such external websites. Except where contrary to law, Westpac and the Participant intend 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.

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.

The information contained on this website is for general informational and educational purposes only and does not constitute financial product advice and is not a solicitation of any offer to buy or sell any financial instrument or to participate in any trading strategy. The information provides an overview or summary only and it should not be considered a comprehensive statement on any matter or 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.