Opening an MOT account gives you access to:
To start the online application process:
You can open an MOT account in the following account structures:
Please note, you can choose to open a Bell Potter Capital Margin Loan with your MOT account with the above structure except for an SMSF.
You can’t open an MOT account in the following account structures:
To open an MOT account you need to:
If you live overseas you can’t open an MOT account.
Each Macquarie Online Trading (MOT) account needs to be linked to its own Macquarie Cash Management Account (CMA).
Please note you can have multiple MOT accounts in the same name, though they need to each have their own Macquarie CMA.
As part of the process we’ll need to verify your identity and may ask you for some financial information. If we need extra information we’ll explain this during the application.
Once we receive your application, we’ll open your account as soon as we can. The timing depends on how quickly we can verify your identity and assess your application, and we’ll get in touch if we need any further information to complete the process.
We’ll let you know by email if your application is successful and when your account is open and ready to use.
If you have any questions about the status of your application, please contact your financial adviser or call us on 1800 025 063, 9am to 5pm (Sydney time) Monday to Friday.
An application may be unsuccessful if your circumstances didn’t meet certain acceptance criteria or regulatory conditions for the product, or if we didn’t receive all the required documentation. We’ll let you know if we need any further information from you or if we’re unable to open an account for you.
