Forms

Disclosure documents

All stockbroking accounts

In addition to the above documents if you wish to trade options

Other:

Applications for a Stockbroking Account linked to a Cash Settlement Account

  • Individual - Open a Bendigo Invest Direct account with Individual cash settlement account
  • Joint - Open a Bendigo Invest Direct account with a joint cash settlement account
  • Company - Open a Bendigo Invest Direct account with a company cash settlement account
  • Trust - Open a Bendigo Invest Direct Account with a trust cash settlement account
  • SMSF - Open a Bendigo Invest Direct Account with a SMSF cash settlement account

Applications for a Stockbroking Account linked to an existing Margin Loan

  • Individual - Open a Bendigo Invest Direct account for Individual margin lending account
  • Joint - Open a Bendigo Invest Direct account for a joint margin lending account
  • Company - Open a Bendigo Invest Direct account for a company margin lending account
  • Trust - Open a Bendigo Invest Direct Account for a trust margin lending account

Warrants and Options

US Tax forms

You can now complete your US Tax forms electronically through the stockbroking platform. Simply navigate to the Support menu and select US Tax Form from the drop down.

Refer to the user guide for assistance.

Alternatively, if you wish to complete a paper form, please select from the options below.

Administration forms

Stock transfer forms

For any questions, or to have a form sent to you, please call us on 1300 788 982.