Account Details

• Account Type - Private Client (for most standard accounts), Institution or Staff Account.
• Adviser - Select your Adviser Code (Branch, Organisation and Department will default)
• Brokerage - Select applicable brokerage to the account that you are setting up. If the brokerage you need is not on the list, please raise a ticket via our Client Support Portal. All brokerage rates should be inclusive of GST and FinClear fees. 
• Portfolio Managed - Yes
• CHESS - Select from New CHESS HIN, DVP, or Non-CHESS. For HIN transfers, please select non-CHESS. 
• Legal Entity - Please select relevant Account Type (this will decide the fields required further on in the process). 
• Tax Residency - Defaults to Australia, however please update if the entity is a tax resident elsewhere.