All forms and publications below are PDF documents and require Adobe Acrobat reader to read.
Account Applications
| Open an account online You can choose the account type that suits you and complete an application online or print a form to complete later. |
Open Account |
| One-off sales You can sell your shares without needing to open an account. |
One-off sales |
Account Features
| Change your details Use this form to change your name, address or contact details. |
Download form |
| Upgrade an existing account for online trading If you have an existing phone trading account, you can easily upgrade it for online trading by using this online form. |
Upgrade my account |
| Enable Warrants trading on your account To trade Warrants, you must read the ASX's Understanding Warrants Trading publication and complete the Warrant Agreement Form. |
Download Form |
| Enable Options trading on your account To trade Options, you must read the ASX's Understanding Options Trading publication and our Product Discloure Statement complete the Options Agreement Form. |
Download Form |
| Open a CMC Markets Cash Account If you already have a trading account with us, but no Cash Account, read the CMC Markets Cash Account Product Disclosure Statement and send us the Cash Account form. |
Download Form |
| CHESS Sponsorship agreement Use this form if you already have a trading account with us that is not CHESS Sponsored. |
Download Form |
| Request emailed trading confirmations Use this form to have your trading confirmations sent by email rather than postal mail. You can nominate up to 2 email addresses to receive the confirmations. |
Download Form |
| Authorised Agent Use this form if you would like to allow a third party to act on your account. |
Download Form |
| Transfer CHESS holdings from another broker Use this form to transfer some or all of your holdings that are sponsored by another broker to your CMC Markets Stockbroking account. |
Download Form |
| Convert issuer sponsored holdings to CHESS Use this form if you have issuer sponsored holdings you would like CHESS sponsored in your CMC Markets Stockbroking account. |
Download Form |
| Link an external bank account Use this form to link an external bank account to your CMC Markets Cash Account for easy funds transfers. |
Download Form |
Miscellaneous Forms
| Collateral Cover Authorisation for Options Use this form to lodge stock as collateral at the Options Clearing House. |
Download Form |
| Estate Sales Form Estate executors can use this form for selling shares from an estate. |
Download Form |
| Off-market Transfer Form Use this form to transfer shares off-market. |
Download Form |
Disclosure Documents
| Financial Services Guide | Click here to view |
| CMC Markets Cash Account Product Disclosure Statement | Click here to view |
| Exchange Traded Options Product Disclosure Statement | Click here to view |
| CMC Markets Stockbroking - Terms and Conditions | Click here to view |
ASX Publications
| Getting Started in Shares | Click here to view |
| Options - Understanding Options Trading | Click here to view |
| Warrants - Understanding Trading and Investment Warrants | Click here to view |
