All clients are most welcome to have multiple accounts. In addition to a default Individual Account, you are welcome to onboard other accounts for your Company, Trust, or Self-Managed Super Fund.
If you would like to learn more, select any of the options below to access the Help Article pertaining to the type of non-Individual Account you would like to open. If you would like to open more than one additional account, you can simply onboard one now, and tell our Customer Success team at a later date about any other accounts you wish to open, and we'll be able to do so with you directly.
Please note that with multiple accounts, you will be able to trade through as many of the accounts as you wish. However, the name of your bank account that money is deposited to or withdrawn from the Caleb & Brown account must match.
For example, if you wanted to send funds to make a purchase through a corporate account, XYZ Limited, the bank account that funds are sent from must be of the same name. Similarly, to receive proceeds from a sale order through a personal account, the bank account that funds are sent to must be in your personal name.
If there is any concern of whether you have the correct bank account to deposit and withdraw fiat money with Caleb & Brown, ask our Customer Support team here, or your broker directly via phone or email. You can also call our support help desk on +61 1800 849 149 (Australia/International) or +1 (844) 494 6515 (North America), from 7am to 5pm (AEST), or by submitting an enquiry on the website.
Whenever you're ready, you can click below to get started with your registration if you don't have an account already.