Westpac Online Investing
Easy as…
Westpac Online Investing
Freedom to invest
Using a first class trading platform to
■■ invest in Shares, ETFs, Options and CFDs
■■ manage your portfolio, place and view orders quickly and securely, 24/7 online or over the phone
■■ choose to see the most relevant information on your customisable home page
■■ keep it simple or take total control with SMS and email alerts, conditional trading and contra trading
Personal support
Unintimidating expertise – support when you need it
■■ personal support on call. Whether it’s help placing an order, using a tool, or a technical question,
just ask!
■■ quick solutions by email at securities@westpac.com.au or phone 13 13 31 Monday to Friday,
7am–7pm (AEST)
Independent research
Use your knowledge and access
■■ complimentary independent research which includes ASX top 50 buy/hold/sell recommendations
■■ additional research packages for consensus recommendations, earnings and dividends forecasts,
portfolio modelling and ASX top 300 buy/hold/sell recommendations
Three packages, your choice
Choose the level of research you want.
The Investor package
Complimentary to all of our customers.
While free, it’s no lightweight.
This package puts trading tools at
your fingertips including company
research on ASX-listed stocks, market
commentary and price charts. Check
up on key company dates and receive
breaking company announcements.
The Advanced package The Professional
For $25 a month, you tap into premium package
research sources like Morningstar
Premium Research, Lexis Nexus
News Stand, Ralph Wragg (RWE) and
Thomson Reuters. You get access to
buy, sell or hold recommendations
on the ASX 300 and portfolio
modelling tools.
Upgrade to the Professional package
to receive everything in the Advanced
package, plus Trader Pro (webIRESS).
All the tools any professional will need,
for just $99 a month.
If you prefer, you can also subscribe to Trader Pro, Morningstar Premium Research and other services individually.
Rewards for every trade
Trade regularly to benefit from
■■ Altitude Reward points on your Altitude credit card for every trade
■■ full rebates for the Advanced and Professional research packages
Straightforward fees
Pay for trades whichever way suits you
■■ From $24.95
■■ No account keeping fees
■■ No setup fee
Pay using an eligible Westpac cash account or BT margin loan – $24.95 or 0.11% of trade value
(whichever is greater)
Pay using any bank account – $29.95 or 0.15% of trade value (whichever is greater)
Westpac Online Investing
Your portfolio
at a glance
Get a consolidated view of
all your holdings, including
issuer sponsored holdings. You
can also see funds available
for trading – so if you want
to take advantage of market
movements, you know where
you stand.
Access market insights
Customise your home page,
so you’ll have what’s most
important to you just where
you want it.
Market Watch gives you
a view of the markets for
Equities, Options, Warrants
and Commodities, and you can
choose to view by $ value or %
rises or falls, or by top volume,
trades or $ value. You can also
view common indices such as
the 50 Leaders, 20 Industrials
and 20 Resources.
Most Popular Stocks allows
you to keep your eye on what
other investors are doing.
See a list of the most actively
traded stocks on our website,
with the top 5 buys and sells
in the market.
Create customised charts
over different date ranges,
including intra-day charting,
with frequency ranges from
1–10 minutes. View open,
high, low and close prices and
volume for any given date.
Westpac Online Investing
How to get started
To set up a new Westpac Online Investing account, apply online at westpac.com.au/onlineinvesting.
Want more information?
Visit westpac.com.au/onlineinvesting, or call us on 13 13 31, Monday to Friday, 7am to 7pm (AEST).
Things you should know
Share trading through Westpac Securities is provided by Australian Investment Exchange Ltd (“AUSIEX”) ABN 71 076 515 930
AFSL 241400, a Participant in the ASX Group.
This brochure has been prepared by Westpac Securities Limited (ABN 39 087 924 221, AFSL 233723) trading as Westpac
Securities. It is general information only and has been prepared without taking into account your individual objectives, financial
situation or needs. Before making an investment decision, you should consider the appropriateness of this information and
obtain professional advice to take into account your particular investment objectives, financial situation and needs, as well as
considering the Westpac Securities and AUSIEX Financial Services Guides and all relevant Product Disclosure Statements or
disclosure documents. No responsibility is taken for any liability arising out of the provision or use of this brochure, except to
the extent that liability cannot be excluded by law.
The earning and redemption of Altitude points is subject to the Altitude Rewards Terms and Conditions, available
at altituderewards.com.au.
©Westpac Banking Corporation ABN 33 007 457 141
Dec-09 WIB034