Activating ETOs for your client

Before your client can trade Exchange Traded Options (ETOs), they’ll need to activate ETO trading online. 

They can do this through trading.macquarie.com.au and must:

  1. Log in to trading.macquarie.com.au with their Macquarie ID and password
  2. Select Administration and click ETO Trading from the top menu
  3. Select the account they’d like to trade options on
  4. Read and accept the Financial Services Guide, Terms & Conditions, ETO Product Disclosure Statement, ETO Agreement Form, ASX Options Explanatory Booklet and ASX Options Strategies Booklet
  5. Complete the 10-question quiz
  6. Tick I/We hereby acknowledge that I/We have, understood and accept the above
  7. Click Submit
  8. Print and return all pages of the completed and signed ETO agreement form for activation.

We’ll email a copy of the form to your clients.

How to trade ETOs

You can trade ETOs on Macquarie Online Trading the same way as shares. Please refer to How to trade using Macquarie Online Trading.

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Unless stated otherwise, this information is provided by Macquarie Bank Limited AFSL and Australian Credit Licence 237502 (MBL) and does not take into account your objectives, financial situation or needs. You should consider whether it is appropriate for you. Finance is subject to our credit approval criteria. Terms and conditions apply and may change without notice.

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