How do I verify my investment profile?

You can verify your profile by accessing the investment profile section via the menu button on the website or app and clicking ‘verify now’ beside the name of your profile. 

You will need to:

1.  Enter your details and click submit details.

2.  Verify your identity using two different forms of ID (drivers licence, Australian passport, Australian
      visa and/or Medicare card).

3.  Click ‘complete verification’.

If you have a profile that is either a superannution fund or trust, you will need to provide a scanned copy or photo of addtional documentation such as:

  • a CHESS statement (so that we can see the link between the Trust/Superfund and the Trustee) OR
  • a Bank Statement (so that we can see the link between the Trust/Superfund and the Trustee) OR
  • the front page of the Trust Deed (showing the Trustee name)
Do you have more questions? Feel free to send them in to us