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HOW TO OPEN AN ACCOUNT WITH I-Deal:
Having opened trading accounts of our own over the years we know how you
may feel when faced with the necessary pieces of paper. So we try to
make this as easy as possible for you. The Security of your money and
assets is as important to us as it is to you.
Opening an account is relatively quick and easy when you follow these Steps:
1. Download and Print Out & Read the Product Disclosure Statements,
Financial Services and the Account
Opening Document - they are zipped up. Because many of our clients come
to trade CFDS then want to trade other markets too we recommend you
apply to trade all markets.
Click on the Icon Below.
Full I-Deal Client Documents
PDS
Financial Services Guide
2. Complete the relevant Documents and return with a mention of the
Dealer who introduced you to:
John Robertson
I-Deal Financial Group Pty Ltd
c/-
PO BOX 3794
MOSMAN NSW 2088
Please Note if you are opening an account for a Trust or Personal
Super Annuation Fund you need to ensure that the Trust Deed or Investment
Guidelines allow for trading in the instruments you wish to trade. An
alternative is to have a letter from the Trust or Funds Accountant to
tell us that it does comply.
Need help? Call one of our experienced staff now on Sydney 02 9016
4329.
Our job is to give you the best trading & investing experience possible, being transparent to the process and efficient in execution & reporting.
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