Open a Macquarie Online Trading (MOT) account

Opening an MOT account gives you access to:

• Australian listed stocks
• Exchange Traded Funds (ETFs)
• Exchange Traded Options (ETOs)
• Warrants
• Managed funds (via mFund)

To start the online application process:

1. Read the terms and conditions  
2. Go to macquarie.com.au and select Investing
3. Navigate to Macquarie Online Trading and select Open an account.

You can open an MOT account in the following account structures:

• Individual
• Joint
• Company
• Trust (including testamentary trusts)
• SMSF
• Incorporated associations or bodies

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:

• Estates
• Minors
• Partnerships
• Public Companies

To open an MOT account you need to:

• be in Australia when opening the account
• be an Australian resident for tax purposes, and
• have an Australian residential address.

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.

• Verifying your identity: We electronically validate your identity in real time with external sources, using the personal details that you supply in your application. In some cases we’ll need to ask you for further information.
• Verifying your financial information: We may ask you to provide information about your financial position and history like your income, expenses and liabilities. We do this to understand your needs and your ability to service repayments, and to comply with credit rules and regulatory requirements.

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.