Opening an Individual Trading Account

How to open a Caleb & Brown Trading account for an individual.

Cassandra De-Lisle avatar
Written by Cassandra De-Lisle
Updated over a week ago

An Individual Account is an account in your name.

To open an individual account, you will need to submit an application here. As you go through the registration process, you will be requested to supply identifying documents and a selfie image, to ensure we remain KYC compliant and to verify your identity.

Completing the registration takes 5 - 10 minutes if you have all the required documents ready.

For an individual account you will need to supply the following;

A proof of address document, which can include:

  • A current and valid driving licence

  • A service/utility bill dated in the last 90 days

  • A current lease agreement

  • A bank statement dated in the last 90 days

  • An income statement or government-issued tax document

After uploading your proof of address document, the next step is the facial identification process which is done via Onfido, a document and facial identity verification software provider. If you want to learn more about Onfido see here. It will prompt you to upload a valid form of photo ID which can include:

  • A photo of your passport information page

  • A driving licence

  • A national identity or passport card

  • A permanent resident card

Important to note

  • Your ID must be current, unless it is an Australian passport, which may be expired up to within the last two years

  • Documents uploaded must be a image of the document and NOT a scanned copy

Once you upload your photo ID, it will immediately prompt you to take a selfie image. This photo is taken within the registration using Onfido. The software will match up the photo with your photo ID to ensure you are the same person.

You can complete the registration on a desktop computer or mobile device.

Whenever you're ready, you can click below to get started with your registration.

If you have any questions, or you need assistance completing the registration form, you can ask our Product Specialist team through the Chat button in the bottom right corner of the webpage.

You can also call our support help desk on +61 1800 849 149 (Australia) or +1 (844) 494 6515 (International), from 9am to 5pm (AEST), or request we call you back by submitting an enquiry on our website.

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