You will need to submit an International Markets application form. Refer to the Contact Us > Forms > International Markets section for further information or access here.

If you are a client of AUSIEX, log in and navigate to the Document Portal to complete the application form.

Log into the AUSIEX website and navigate to Trade > International Markets > Launch International Markets. Upon logging in, ensure to have pop-ups enabled to allow access directly to the site.

Please note: Advisers with an International Markets username/ID, will continue to access their existing International Accounts via the AUSIEX website. The login details provided will differ to the existing username/ID used to access your clients’ Australian Securities on the AUSIEX website.

A request to provide a client with ‘view only’ access can be submitted to AUSIEX. Once access is enabled your client will be sent a welcome email with their username/ID and login instructions.

To request access, call our Adviser Service team on 1800 252 351 (Monday to Friday, 8:30am – 5:30pm Sydney time) or email international@ausiex.com.au.

Please note: For advisers with an International Markets username/ID, client login details provided will differ to the existing username/ID used to access their Australian Securities on the AUSIEX website (if access has previously been enabled).

The W-8BEN or W-8BEN-E is a United States (U.S) Department of the Treasury Internal Revenue Service (IRS) requirement that allows you, as a foreign investor, to claim concessional tax treaty benefits (including a reduced rate of withholding tax).

Form W-8BEN is meant for foreign individuals or sole proprietors. Form W-8BEN-E, is meant for non-U.S. entities including companies and organisations.

Upon opening an AUSIEX International Markets Account, your client will receive an email to complete a new digital W-8 form. The email will contain a hyperlink, username and temporary password. Your client will be required to complete the digital W-8 form and submit. This will then be validated by the Custodian.

If your client does not complete or does not have a valid W-8BEN or W-8BEN-E on file, any payments (e.g., dividends and sale proceeds) credited to their account may be subject to a withholding tax of 30% to cover the U.S. Department of the Treasury IRS withholding tax liabilities.

The W-8 form remains in effect until 31 December three (3) calendar years from the year it is signed, or a change of circumstances invalidates any information on the form, such as a change of name or residency. If any of these details change, your client is required to complete a new W-8 form.

If your client does not have the original W-8 email which was provided to them during the account opening stage, you will need to complete the W-8 PDF available here.

If your client has retained the original digital W-8 link, they can login using their existing username and password to recomplete. Once completed, the form can be submitted.

When selecting the hyperlink from the original email, select the ‘Forgot Password’ option. Your client will be prompted to enter their username and email address to reset the password. A temporary password will be sent to their email address.

When selecting the hyperlink from the original email, select the ‘Forgot Username’ option. Your client will be prompted to enter their email address. Their Username and a temporary password will be sent in separate emails to their email address. Alternatively, call our Adviser Services team on 1800 252 351 between Monday to Friday, 8:30am – 5:30pm (Sydney time), and they can assist.

North America

US
Canada

Europe

UK
Austria
Belgium
Denmark
Finland
France
Germany
Ireland
Italy
Norway
Portugal
Spain
Sweden
Switzerland
The Netherlands

Asia

Hong Kong

The available markets may change over time. Refer to the platform for available markets.

All AUSIEX International Markets trading accounts default to the Australian Dollar (AUD) as the base currency. If you choose to open an FX wallet you can choose which other currency/ies you wish to have an account for.

The available currencies are:

• Australian Dollar (AUD)
• US Dollar (USD)
• Canadian Dollar (CAD)
• Euro (EUR)
• British Pound (GBP)
• Hong Kong Dollar (HKD)
• Swiss Franc (CHF)

For password resets and username/ID enquiries please contact us on 1800 252 351 (Monday to Friday, 8:30am – 5:30pm Sydney time) or email international@ausiex.com.au.