Opening a Stockspot account is nice and easy! It should take 5-10 minutes, depending on your account type.
1. Where to Get Started
To open a Stockspot account, go to the Stockspot website then go to the Stockspot homepage and select Get Started.
To create your account, enter your email and set a secure password.
2. Portfolio Recommendation
You'll be asked 8-10 questions on your goals, investment timeframe and risk appetite. You'll then receive your personalised portfolio recommendation.
You can select your recommended portfolio eg. Turquoise (or pick a different portfolio).
Select your preferred portfolio then get ready to complete your application.
Tip: If you want a different portfolio to what was recommended, you can change your strategy in your dashboard once your account is set-up!
3. Completing your online application form
You'll be asked for your personal information, including full name, date of birth, mobile number, employment details source of funds, TFN and residency.
To verify your identity, you will also complete and online ID verification process. It's super easy - enter your licence or passport number. Or you can upload documents.
Tip: We're required to verify your ID because we are an Investment Adviser. This is part of our 'Know Your Client' responsibilities as as Adviser.
4. Digitally signing your agreements
To sign your Statement of Advice (SOA) and Investment Agreement, type your name into the fields as shown in the fields above.
5. Adding Linked Account details
Your linked account is for withdrawals only! We'll transfer money into this account if you ever make a withdrawal from your Stockspot account.
Once your application is complete, we'll set-up your account. It takes 1-2 business days.
And don't worry... you can always make changes to your account settings in your Stockspot dashboard before you start investing such as changing your portfolio type or managing your rebalancing settings.
How do I start investing?
We'll email you your Stockspot cash account details one your account is set-up.
You can then deposit funds to start investing into your Stockspot account.
Contact our Client Care & Advice team with any questions!
Want to set-up multiple accounts?
Read our article How to open multiple accounts.