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30/03/2020 04:59a.m.
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NZ/AU Markets   
Exchange Traded Funds   
Bonds
NZ Fixed interest   
New Issues
Government Kiwi Bonds
Currencies
Cash Management Trust Account

Individual Accounts

Setting up your account is quick and easy with the Join Direct Broking app.

The app guides you through simple steps to verify your identity, accept the terms and conditions, and set up your account.

It takes you less than 15 minutes to complete the application process. During normal market conditions, we will process your application within 48 hours. However, we are receiving higher-than-normal application volumes so there may be a delay in processing your application. We thank you in advance for your patience and look forward to welcoming you to Direct Broking.

To get started, you’ll need:

  • Identification - Your New Zealand or Australian passport OR your New Zealand Driver’s Licence
  • Tax details - To open an account with Direct Broking, you must provide your New Zealand IRD number, as well as any offshore tax details you have had for the last 12 months (such as a Taxpayer Identification Number (TIN) or Individual Taxpayer Identification Number (ITIN))

    If you’re a US tax resident you may need to provide additional tax details. Click here for more information.
  • A recent bank statement


Need Help Signing Up? Click here to learn more about opening your account with the Join Direct Broking app

Please note: The Join Direct Broking app is not used for trading but is only used for account openings. Once your account is opened please log in to your account on our website to place your first trade. See here for further instructions on how to fund your CMT and instructions here to guide you through completing your first trade with us.


Company, Trust, Partnerships and Joint Accounts

Please complete one of the following application packs (and tax residency form if applicable):

Company Trust Partnership Joint

Individual/Joint - Tax Residency and Foreign Tax Information Form

Company/Trust/Partnership - Tax Residency and Foreign Tax Information Form

The supplement forms mentioned in the application and tax forms above may be found in the Supplement Forms section of this page.



Other Forms

Please select one of the following

Trading in Australia

Trading on the unlisted market

The Foreign Account Tax Compliance Act (FATCA)

Account Maintenance

Estate Sale

Registry Forms

Supplement Forms