What documents do I need to get started?
Find all the information you need to get started here
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.
If you’re an individual and want to deal on US equities from any of your IG accounts, you’ll need to complete a W-8BEN form. Simply do the following:
This will complete the form electronically, and file it with us. The whole process should only take a minute or two.