Download COMMSEC ADVISER SERVICES USER GUIDE

COMMSEC ADVISER SERVICES USER GUIDE
05. ADDING A NEW CLIENT
FEATURES
To set up a new client account, click My Clients on the menu then Add Client. Setting up a new client
account is a simple 6 step process, and should take you less than ten minutes to complete.
Dividend Direction
You can now select to have your clients’ dividends
paid directly into their linked Commonwealth Bank
Accelerator Cash Account (CBA ACA) either when
setting up new clients or via the Client Account
Details page. To access the Client Account Details
page, select My Clients >Personal & Account
Details from the top menu and click on the Account
Details tab.
We’ll then provide your client’s Account Number and
BSB to the share registries automatically for their
existing and new holdings each time you purchase
securities on their CommSec Adviser Services1
CHESS sponsored Share Trading Account.
For further information, see section 5a and 5b.
CommSec Adviser Services is a brand of Commonwealth Bank
of Australia (CBA) ABN 48 123 123 124 AFSL and Australian
credit licence 234945. Share Trading through CommSec Adviser
Services is a service provided by Australian Investment Exchange
Ltd (AUSIEX) ABN 71 076 515 930 AFSL 241400, a Participant of
the ASX Group and Chi-X Australia.
Please note: Not all companies or share registries support
electronic payment of dividends or their direction.1 If your client
holds shares in one of these companies, they may still receive a
dividend cheque sent to their registered address.
QUICK TIP
Once you have completed the online application you will need to print and sign the application form and
post with supporting documentation.
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Avoid completing multiple forms and save time by
taking advantage of the online integrated application.
With the ease of one click, you can opt to apply
for a CBA Accelerator Cash Account for your client
combined with the trading account.