Skip to main content

Account Types

Written by Blake Reid
Updated over 2 years ago

At Volatility.com.au, we offer a range of account types to cater to your specific needs. Whether you're an individual investor or managing funds for a trust or superannuation, we have the right account for you. Below are the account types available:

1. Individual Account

Perfect for individual investors who want to manage their own portfolio.

2. Joint Account

Ideal for partners or family members who want to jointly manage their investments.

3. Trust or Superannuation Fund with Company as Trustee

Designed for trusts or superannuation funds where a company acts as the trustee.

4. Trust or Superannuation Fund with Individuals as Trustees

Tailored for trusts or superannuation funds with individuals serving as trustees.

Account Creation Requirements

To create an account with Volatility.com.au, you'll need to meet the following criteria and have the required documents ready:

  1. Age and Residency:

    • Be 18 years or older.

    • Be an Australian resident. (For off-shore residents, please consult with your adviser.)

  2. Identification Documents:

    • Driver's License, Passport, or Birth Certificate.

  3. Tax Information:

    • Australian Tax File Number (ABN for businesses).

  4. Bank Account Details:

    • Provide existing bank account details or open a new Cash Management Account (CMA) with us.

How to Apply

Ready to get started? Follow these steps to apply for an account:

  1. Visit our New Account Application page.

  2. Select the desired account type from the options available.

  3. Complete the application form, providing the necessary information and uploading the required documents.

  4. Review your application and submit it for processing.

Need Assistance?

If you have questions or encounter any issues during the account creation process, our support team is here to help. Reach out to us through the "Contact Support" option on the platform or visit Volatility.com.au/support/contact.

Did this answer your question?