Opening an Account

Available Investments

About Stake

View All

Funding your Account

Making Withdrawals

View All

Account Management

Portfolio Transfers

Get Free Stock

View All

Placing Orders

Trade Settlements

Dividends

Trading in the US Markets

View All

US Tax Forms

Tax Reporting

Activity & Confirmations

View All

Requirements to open an account

With Stake, you can be in the US market in under 5 minutes.  

You can apply for an account in your own name (Individual Account) or in the name of a Company or SMSF. 

We’ve made it super simple to get going, but we still need to collect some important information to verify you and set up your account properly. 

What’s more, when you sign up for an Individual account, you also get a free stock of Nike, Dropbox or GoPro. All you need to do is fund your account within 24 hours of it being ready. 

What you'll need to sign up

To apply for a brokerage account in your name, you’ll need to:

  • Be 18 years or older

  • Have a valid address in Australia

  • Be an Australian resident, citizen or have a valid visa (student or work visa etc)

  • Have any Australian government ID (licence or passport) or a bank account in your name. 

Bring all that information with you and you’ll be in the market in less than 5 minutes and have a free stock to your name.

Extra documentation

Sometimes there may be a mismatch between what you’ve provided and the information on the databases we verify against. 

This means we will ask for additional information including:

  • A photo of your government issued ID (license, passport etc)

  • A photo of you holding that ID

  • A copy of your bank or utility statement showing your current address

Once you send this information through, we should be able to verify you and get you going.

Additional information for SMSF and Company accounts

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. 

You'll need to provide:

  • the company's ABN or ACN or for an SMSF, its ABN

  • all directors or controllers details

  • electronic signatures from all directors or signatures are also required

As we also set you up with a CMA with Macquarie Bank, its takes 2-3 business days to verify and set up your SMSF or Company Account.




Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.