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15/08/2022 01:56p.m.
NZ/AU Markets   
Exchange Traded Funds   
NZ Fixed interest   
New Issues
Cash Management Trust Account
Getting started with investing online is quick and easy with Direct Broking

1. Sign up for your account

About your account

When we open your account, you will be issued with a Common Shareholder Number (CSN) if you don’t have one already. You need to have a CSN in order to trade shares on the NZX. If you wish to trade on the ASX, click here for more information

We’ll also set up your Cash Management Trust Account (CMT) free of charge. Your CMT operates like a bank account. Any funds you deposit will earn interest and will be held in your account until your orders are settled or you otherwise instruct us to distribute the funds.

Before you can invest with Direct Broking, you’ll need to make sure you have sufficient funds in your CMT. If you do not have sufficient funds in your CMT to cover your investment, you will be charged additional fees

How to transfer funds to your CMT  arrow_forward
Learn more about the Direct Broking CMT  arrow_forward


2. Invest

When your account has been activated and is ready for investing, you will receive an email with all your account details. Simply click the link in the email and follow the instructions to log in to your Direct Broking account.

Once logged in, you will have access to real time market data for both the NZX and ASX, as well as the latest insights from ShareClarity, our digital equity research partner. ShareClarity provides research regarding more than 270 companies listed in New Zealand, Australia and Hong Kong.

When you’re ready to invest, simply place your order directly from your online account

You can also place an order over the phone by calling us toll free on 0800 805 777. Have your client account number ready. Please note, additional charges will apply.


3. Manage your investment portfolio

Any shares or bonds you purchase with Direct Broking will be added to your online portfolio and automatically updated over time

You can manually add any shares or bonds purchased elsewhere to your Direct Broking online portfolio, to view a more complete picture of your investments

You can also connect your Direct Broking account to Sharesight, an online portfolio management system that tracks dividends, investment performance and generates tax reports. Sharesight integrates with Xero accounting software.


Got questions about investing with Direct Broking?

Take a look at our FAQs or contact our Client Support Team toll free on 0800 805 777