What documents do I need to get started?
Find all the information you need to get started here
Transfer investments
Once you've opened a Share Trading account with IG, simply download the relevant form below and return it to us.
1. Broker-sponsored stock transfer - for when you hold your shares with a broker, or in an online share trading account. Please make sure you have your Holder Identification Number (HIN) handy, it will be shown on any communications issued by your broker.
2. Issuer-sponsored transfer - for when you hold your shares with the registrar, usually as the result of an IPO, SPP or Employee Share Plan. Please make sure you have your Security Reference Number (SRN) handy, it will be shown on a holding statement issued by the registrar.
Non-individuals, joint account holders and US citizens
If you are a non-individual client, joint account holder or US citizen, you’ll need to complete a specific form from the options below. If you require further information, please refer to the Internal Revenue Service (IRS) website.
|
Form |
Guideline |
|---|---|---|
| Joint accounts* | W-8BEN (558KB) | |
| Corporate accounts | W-8BEN-E (243KB) | Guidance - Corporate accounts |
| Trust accounts | W-8BEN-E (243KB) | Guidance - Trust accounts |
| Self-managed super funds | W-8BEN-E (243KB) | Guidance - Superannuation fund accounts |
| Individual US citizens/taxpayers | W-9 (110KB) |
* Please note that joint account holders should each complete a W-8BEN form and return to us together. Do NOT disclose your TFN on these forms.
Please return a scanned copy of any completed forms to clientlifecycle.ao@ig.com.
We are required to document all holders of US securities under our obligations to the US tax authorities, the Internal Revenue Service (IRS). If you want to hold US shares, we require an appropriate tax form to be completed before you trade.
As well as meeting the documentation requirements, the form may allow lower rates of withholding tax to be applied to your income from the US. Please note that by completing one of these forms, you are certifying that you are not a citizen of the US nor a US tax resident.
Terms and agreements
Our terms and agreements govern our relationship with you and all of the trades that you enter into with us. Please make sure you read and understand them before opening an account.
- Share trading customer agreement (PDF)
- Collateral customer agreement (PDF) (for Pro clients only)
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