Setting up an account is quick and easy:
1) Select your membership level
2) Complete the application form
3) Wait for approval. The ID verification and account approval process can take between 2-5 business days due to Anti-Money Laundering and Counter Terrorism checks. These checks are necessary to protect your assets - we do not take shortcuts when it comes to protecting our clients’ interests.

To set up your trading account, you’ll need to supply an item of Government issued ID to verify your identity and comply with anti-money laundering regulations, and your Tax File Number to register your account with the ATO.

The fastest way to prove your identity is using our online electronic verification service, which requires a valid Australian Drivers licence.

Yes, you can use your own HIN – transferring across is a simple process.

However, if you would like to get started as quickly as possible, you can open a new HIN and then transfer your existing shares across when you are ready.

Yes, as long as they are in the same name. You will just need to complete a form to let us know which shares you would like to transfer. We’ll take care of the rest.

To reduce paperwork and speed up the account opening process, we set up a new Macquarie Cash Management Account for each of our clients. You cannot currently use an existing bank account, whether that is with Macquarie or another bank.

Money can be transferred from a bank to your new Macquarie CMA in the normal fashion. Something to note, is that your balance will be available in the Marketech platform the day after it arrives in your Macquarie CMA as cleared funds.

Not at this time.

You will have full access to your trades within the platform. For those that would like a portfolio and tax reporting service, our fully integrated connection to Sharesight delivers a seamless experience. To enable this, register set up your account on the Sharesight website first, then link your Marketech account within our platform.

Marketech engages Openmarkets Australia Limited (Openmarkets) to facilitate the trading and settlement of transactions on your account.

Openmarkets are:

1. An Australian Financial Services Licensee (AFSL 246705);
2. A Market Participant of ASX, Cboe (formally Chi-X) and NSX; and
3. An ASX Clear and Settlement Participant.