Opening an Account

Available Investments

About Stake

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Funding your Account

Making Withdrawals

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Account Management

Portfolio Transfers

Get Free Stock

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Placing Orders

Trade Settlements

Dividends

Trading in the US Markets

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US Tax Forms

Tax Reporting

Activity & Confirmations

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Portfolio Transfers to Stake

Requirements to open an account

If you’re over 18, you can be in the U.S. market in under 5 minutes.  

We’ve made it super simple to get going, but we still need to collect some important information to verify you and set up your account properly. 


When you sign up for an Individual account, you'll also get a bonus stock in Nike, Dropbox, GoPro when you make your first deposit.


What you'll need to sign up

To apply for a brokerage account, you’ll need to:

  • Be 18 years or older

  • Have a valid address in NZ

  • Be a NZ resident, citizen or have a valid visa (student or work visa etc)

  • Have a NZ government ID or bank account in your name. 

Bring all that information with you and you’ll be in the market in less than 5 minutes and have a free stock to your name.


Extra documentation

Sometimes there may be a mismatch between what you’ve provided and the information on the databases we verify against. 

This means we will ask for additional information including:

  • A photo of your government-issued ID (license, passport etc)

  • A photo of you holding that ID

  • A copy of your bank statement or utility bill, showing your current address

Once you send this information through, we should be able to verify you and get you going.


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