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Getting Started

Are you setting up an EasyEquities account for the first time? Here's all the information you'll need.

Setting up your
account

Getting funds into
your account

Making your
first investment

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  • Guides

    • Setting up your account.
    • Getting funds into your account
    • Making you first investment
  • About EasyEquities

    • Our mission
    • Our Story
    • Our awards
  • Platform settings

    • Annual Increase Percentage
    • Transaction fee settings
  • Platform features

    • Buy and sell instructions
    • EasyId
    • EasyEquities Academy
  • Your information

    • How to change your bank account details
  • Deposits

    • What reference should I use when depositing funds?
  • Transfers

    • Transfers - optimise on fees
  • Withdrawals

    • Withdrawable funds
    • How to verify bank details
    • Early Settlement
  • Buying and Selling

    • Sell instruction
    • Order Types
    • Can I request a share to be added to EasyEquities
  • Important information

    • Important Documents
    • How are my shares stored
    • What is a Politically Exposed Person (PEP)?
  • Published

    • US Dividends Tax Declaration - Form W-8BEN
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EasyEquities Pty Ltd, trading as EasyEquities, ACN 632 503 416, is a Corporate Authorised Representative (AR No. 1276104) of Sanlam Private Wealth Pty Ltd (ACN: 136 960 775) which holds an AFS Licence (AFSL No. 337927). All trades on the EasyEquities platform are subject to the legal terms and conditions to which you agree to be bound. The EasyEquities platform enables you to invest in securities with all investment decisions being made solely by you. The information contained on this website is general advice that has been prepared without taking account of your objectives, financial situation or needs. Before acting on this advice you should consider the appropriateness of the advice, having regard to your objectives, financial situation and needs. You should read and consider the relevant Product Disclosure Statement before making a decision about whether to purchase any financial products. The availability of any security on the EasyEquities platform is based on various factors but is not an indication of value and does not mean that any security is an appropriate investment for you. As with all investments, they may gain or lose value therefore before making any investment decision, please consider if it's appropriate for your financial situation and obtain the necessary financial, taxation and/or legal advice. Please view our Financial Services Guide before deciding to invest on the EasyEquities platform.

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