Statements

Questions

Answers

  • How do I download my buy/sell confirmations?

    Follow these easy steps to download your buy/sell confirmations:

    1. Log in to either Standard or Pro platforms
    2. Under the Account drop down menu,  click on confirmations
    3. Select the time frame from the drop down menu
    4. Choose the file format you wish to download from the 'Download' drop down menu
    5. Click download 

  • How do I view or download my Trading Account Statement and Cash Account Statements?

    To download these statements, follow these easy steps:

    1. Log in to either Standard or Pro platforms
    2. Under the Account drop down menu, click on statements
    3. Select from either 'Trading Account Statement' or 'Cash Account Statement'
    4. Select the date range
    5. Click on either view or download*

    *As the stock holdings page shows the stock holdings as of the day you print/download – If you require the holding statement for a particular date then you will need to print /download it on that day.

  • How do I access my Dividend Statements?

    Should you require your Dividend Statements, please note that these are issued by the share registry and not CMC Markets. Share Registries have their own website for investors to log in and download their Dividend Statements using their HIN. 

  • How do I know which share registry to contact?

    If you are unsure which share registry a stock belongs to, go to http://www.asx.com.au/index.htm and follow the following steps:

    1. Enter the stock code in the search bar – located in the top right hand corner of the page
    2. Click on the details tab of the stock and locate the row that reads “Share registry”

  • How do I find my HIN?

    Standard platform

    Follow the steps below to find your HIN on the standard platform:

    1. Log in to the platform
    2. From the Account menu, click on Account Information
    3. Click on the account number
    4. Your HIN will be listed under the CHESS Registration panel

    Pro platform

    Follow the steps below to find your HIN on the Pro platform:

    1. Log in to the platform
    2. Click on the ‘i’ icon located in the top right-hand corner of the screen and next to your name and account number
    3. This will bring up the Account Detail window and your HIN will be listed under your cash account number

TOP