Forms and resources
Our forms are available in an editable PDF format. Simply download the required form, complete the information and then print, sign, and scan (or take a good quality photo on your smartphone) and send it back to us at forms@nabtrade.com.au
Application forms
nabtrade individual or joint account - Apply online
nabtrade joint account (PDF 1.5MB)
nabtrade company or trust account (PDF 2MB)
Authorised person - Domestic Trading Account (PDF 855KB)
Client details forms
Change of personal details (PDF 355KB)
Foreign company change of address (PDF 354KB)
Transfer conversion forms
Broker to broker transfer (PDF 1.2MB)
Issuer to CHESS conversion (PDF 1.1MB)
Off market transfer (PDF 835KB)
International securities transfer form (PDF 640KB)
For all NAB Equity Lending forms please visit:
Terms and conditions
nabtrade Financial Services Guide (PDF 628KB)
nabtrade Client Agreement (PDF 953KB)
nabtrade Client Agreement - Addendum (changes effective 9 November 2023)
nabtrade Best Execution Policy (PDF 372KB)
nabtrade Research Policy (PDF 366KB)
nabtrade Global Market Trading Product Disclosure Statement (PDF 642KB)
Tax residence declaration
Foreign tax status info pack (PDF 1.1MB)
Foreign tax status declaration Individual (PDF 1.2MB)
nabtrade US tax declaration (PDF 835KB)
nabtrade foreign tax status declaration - entity (PDF 640KB)
CRS TIN Exemption Form (PDF 808KB)
Other forms
US withholding tax treaty statement (PDF 443KB)
Registered holder collateral cover authorisation form (PDF 353KB)
ASX warrants agreement & risk disclosure statement (PDF 357KB)
Chi-X warrants agreement & risk disclosure statement (PDF 365KB)
Partly paid securities client agreement (PDF 416KB)
AML, FATCA, CRS Self-Certification Supplementary Form (PDF 777KB)
nabtrade Exchange Traded Options Disclosure Statement (PDF 1.4MB)
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