Opening an Account

Available Investments

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Funding your Account

Making Withdrawals

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Account Management

Portfolio Transfers

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Placing Orders

Trade Settlements


Trading in the US Markets

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US Tax Forms

Tax Reporting

Activity & Confirmations

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SMSF, Trust & Company Accounts

On Stake, you can open an account in the name of your Company or in the name of your SMSF (both Corporate or Individual Trustees).  We expect to be able to open Trust Accounts (with Corporate Trustees) Q4 2021.

It takes 10 minutes to apply for an SMSF or Company account, and 2-3 days for your account to be ready, which includes setting up a Macquarie CMA (see below) and to do all the necessary verification.

Information Required

For Company and SMSF accounts, you will not be required to upload any documents, but will need to have all the relevant details on hand to get your account set up quickly.
For setting up an SMSF, you'll need to provide:

  • the ABN of your SMSF & details of the trustee company or individuals

  • personal details of the directors or individual trustees

  • electronic signatures from all required signatories

For Company accounts, you'll need:

  • the ABN or ACN of the company

  • personal details of the directors

  • electronic signatures from all required signatories

Macquarie Bank CMA

When you apply for one of these accounts, you receive a Cash Management Account with Macquarie Bank. Its takes Macquarie 2-3 business days to verify and set up your CMA. 

With this CMA, you'll get your own account in the name of your entity, which gives you a BSB and AC # to fund with AUD. You can then come back to Stake and transfer these AUD into USD without leaving Stake. 

If you have an existing CMA, you can link it to your Stake account. This saves you time and gives you direct access to your funds to then transfer over to USD.

Switching between accounts

If you have multiple accounts, you can switch between them on app and web in your Account tab.  On web, click on the top right and you will see "Switch Account" while on App, it will be on the first section of your profile page (the icon on the very right).   

Make sure you select this is the default if you intend to use it as your primary account. 

On Web, you can also switch accounts at the point of funding your account, so you do not fund the wrong account. 

Add an SMSF or Company Account

If you have an existing individual account, you can easily apply for an account in the name of your Company or SMSF. Simply sign into Stake, and visit your your profile page and under your Account list, click "Add Account".  It will take you through the account application journey. It's the fastest way to get going as it includes all your details from your existing account.

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