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ANZ E*TRADE Share Investment Loan Application

 

Step 1
Account Type

Step 2
Client Details

Step 3
Account Details

Step 4
CHESS Sponsorship

Step 5
Review & Confirm
 
 

An ANZ E*TRADE Share Investment Loan can be integrated with E*TRADE’s online share investing platform.

Apply online in five easy steps (15-20 mins)

  1. Read and agree to the following:
  2. Complete the online application.
  3. Upon completion, print the application form
  4. Review, complete and sign the relevant sections of the application form
  5. Mail your application form to:
    ANZ Investment Lending
    Reply Paid 4338
    Melbourne VIC 8060

Frequently Asked Questions

  • What supporting information might I need to complete my application?
    • A holding statement for your existing share holdings if you wish to transfer them into your ANZ E*TRADE Share Investment Loan as security
    • A certified copy of your Driver Licence or Passport if you are not a current ANZ customer (refer to online application form for all identification requirements) View the list of certifiers here
    • Your existing E*TRADE User ID and trading password (if applicable)
    • Details of a current bank account that can be used as your nominated account for withdrawals from your ANZ E*TRADE Share Investment Loan.
    • Your Tax File Number (optional)
  • What happens once we receive your application?

    ANZ Investment Lending will assess your application once it is received. If your application is approved, you will receive email verification once your account has been set-up. If additional information is required, you will be contacted by phone or email.

    Account information such as your Client Number and some Frequently Asked Questions will also be sent by mail in a Welcome Pack to you.

  • How long does it take to assess your application?

    Applications should take approximately two business days to assess.

    A Company or Trust Account application should take approximately three business days to assess.

 

Application Options
Need help?

For help with your application, contact ANZ's Client Services Team on 1800 639 330 between 8am-6pm (AEST) on ASX trading days.

For general enquiries, call E*TRADE on 1300 658 355 between 8am-8pm (AEST) Mon-Fri

Adobe Reader Required

You will need a PDF viewer to view your application. Click here to download Adobe Reader if you do not already have it installed.