You can apply for an investment account if you’re over 18 and if you’re applying in your own name or in the name of a trust.
You can jointly open some investment accounts, but it depends on the provider and type of account.
Some investment accounts may have a minimum opening balance, and you may need to provide details such as your address and your tax file number. Please note that each investment account has its own application requirements; however, we can help you with this.
If you’re unsure about establishing an investment account and creating a share portfolio, we’d be delighted to assist you. By booking a free introductory meeting, our financial advisors can assess your financial situation and assist with asset allocation and diversification, amongst other things.