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  1. Phillip Capital Australia
  2. General
  3. Getting Started

Getting Started

  • Is there a fee to open an account?
  • How do I open a trading account?
  • Who can open a trading account?
  • Should I have documents handy before starting the application process?
  • What do I select in the Product selection page?
  • Do I need a HIN (Chess Sponsored) to trade shares?
  • What is an Account Designation?
  • What is the completion PIN?
  • Where is my completion PIN?
  • What documents do I need to sign and return?
  • What is Third Party Authority?
  • When do I need to supply certified ID?
  • How to certify documents?
  • Who can certify documents?
  • If I am outside of Australia and my documents are not in English, will you accept them?
  • Why do I need a W8BEN form?
  • How to complete a W-8BEN Form?
  • How do I submit my documents for account opening?
  • How do I know that my account has been opened?
  • What is POP?
Phillip Capital Australia