Cash Management Account

Account Application Forms

Apply for your client's account via online, Smart PDF or standard PDF form. Please choose the form that best suits your needs. For Trading account application, please ensure clients are also made aware of our Best Execution Policy.

• 1. Online - Cash &/or Trading
  Please login first for the Online link to become active.

• 2. Smart PDF Download - Cash, Trading &/or Investment Lending
  Right click, save to your computer (no tablets or mobiles) and open in Adobe Reader.

• 3. Standard PDF - Cash

4. General Information Statement

Contains important information about the Commonwealth Bank Accelerator Cash Account and Term Deposit.
Updated: 30/03/2017

5. ACA Terms and Conditions

Contains the Terms and Conditions for the Commonwealth Bank Accelerator Cash Account.
Updated: 30/06/2017

6. TD Terms and Conditions

Contains the Terms and Conditions for the Commonwealth Bank Term Deposit.

7. Standard Fees and Charges

Outlines the Fees and Charges for the Commonwealth Bank Accelerator Cash Account and Term Deposit.
Updated: 01/02/2017

8. Wholesale Client Form

Use this form to identify your client as a wholesale client. This form and the required supporting evidence must be submitted with the application form for commission to be paid on the Accelerator Cash Account.
Updated: 21/11/2014

9. Identification Documentation Requirements

Outlines the process for certifying identification documentation including acceptable documents, how to certify documents and a list of people who can certify ID.
Updated: 27/06/2013

10. Job and Industry Classifications List

Use this form for the list of eligible Job Category and Job Types for individuals and Industry Category and Industry Type for companies and trusts.
Updated: 17/10/2015

11. Individual Tax Residency Self-Certification Form

Use this form to declare your country/ies of tax residency where it was not provided on the application form.
Updated: 30/06/2017

12. Organisation Tax Residency Self-Certification Form

Company/Trust applicants use this form to declare your country/ies of tax residency where it was not provided on the application form.
Updated: 30/06/2017

13. Individual Certification Form

Individual/Joint/Third Party Mortgagor applicants use this form to declare your citizenship/residency/tax status where it was not provided on the application form.
Updated: 17/07/2015

14. Entity Classification Form

Company/Trust applicants use this form to declare your primary business activity where it was not provided on the application form.
Updated: 17/07/2015

15. Security Lodgement Form

Use this form to offer your Commonwealth Bank Accelerator Cash Account as security for a CommSec Adviser Services loan facility.
Updated: 19/11/2012

16. Certified Copies of ID Form

Complete this form if you did not identify yourself as an existing CBA customer in section 1 of the Application Form, or your adviser has not identified you by completing an FSC/FPA form.
Updated: 19/10/2015

17. Term Deposit Application for Existing ACA Clients

Use this form to setup a new Commonwealth Bank Term Deposit only for your client. Client or adviser* signature required.
Updated: 30/06/2017

18. Electronic Banking Terms and Conditions

Contains the Terms and Conditions for using ‘Electronic Banking’ facilities offered through the Commonwealth Bank Accelerator Cash Account and Term Deposit.
Updated: 18/03/2016

19. Form Acceptance Guide

Outlines signatories required and methods forms may be returned.
Updated: 01/10/2015

FSC Identification Forms

FSC (IFSA) Identification Forms to assist with client identification process.

• 20. Individuals and Sole Traders

• 21. Australian Companies

• 22. Australian Regulated Trusts
  For SMSFs please use the Australian Regulated Trusts Form.

• 23. Australian Unregulated Trusts
  

Customer Identification Checklists

Checklist to understand what customer information is collected and verified under AML/CTF obligations.

• 24. Individual Customer
  

• 25. Australian Domestic Proprietary Company
  

• 26. Australian Listed Public Company
  

• 27. Regulated Trust
  

• 28. Unregulated Trust
  

• 29. Self Managed Superannuation Fund
  

30. New Adviser Form

Complete this form to setup an adviser from your dealer group to be able to offer Trading, Cash, Investment Loans and/or CALIA+ to clients.
Updated: 13/10/2015

31. Additional Adviser Authority Form

Use this form to provide an additional adviser or adviser assistant with access to an existing primary adviser's account.
Updated: 29/08/2016

32. Adviser Authority to Operate Form

Allows your client to authorise you to obtain information and/or conduct transactions on their account/s. Client and adviser signature required.
Updated: 12/03/2014

33. Transfer Request Form

Use this form to request a transfer of funds into and/or out of your client’s Accelerator Cash Account. Client or adviser*^ signature required.
Updated: 27/02/2017

34. Periodic Payment Authority Form

Use this form to start a new request, or amend/cancel an existing request for a periodic payment from your client’s Accelerator Cash Account. Client or adviser* signature required.
Updated: 05/03/2014

35. Change of Personal Contact Details Form

Use this form you update your client’s personal contact details. Client signature required.
Updated: 30/06/2017

36. Change of Personal Name Form

Use this form to change your client’s name details for their Accelerator Cash Account. Client signature required.
Updated: 19/11/2012

37. Change of Company Details Form

Use this form to update your client’s company details. Client signature required.
Updated: 30/06/2017

38. Change of Company Directors Form

Use this form to update the Directors/Secretaries on your client’s company account. Client signature required.
Updated: 30/06/2017

39. Account Closure Request Form

Use this form to request the closure of your client’s Accelerator Cash Account or Term Deposit. Client signature required for Accelerator Cash Account. Client or adviser* signature required for Term Deposit.
Updated: 30/01/2013

40. Authority to Operate Authorised Signatory Amendment Form

Use this form to add or remove authorised signatories in your office as authorised operators on your clients' Accelerator Cash Accounts. To be used in conjunction with the Corporate Authority to Operate form.
Updated: 06/06/2013

41. Corporate Authority to Operate Form

Use this form if you wish to authorise an entity to obtain information and/or conduct transactions on your account/s.
Updated: 12/03/2014

42. Authority to Operate Authorised Signatory Registration Form

Use this form to appoint authorised signatories in your office as authorised operators on your clients' Accelerator Cash Accounts. To be used in conjunction with the Corporate Authority to Operate form.
Updated: 05/03/2014

43. Dealer Group Bank Account Nomination Form

Complete this form to nominate the Dealer Group bank account to receive all adviser Batch Fee Collections.
Updated: 16/10/2014

44. Direct Credit Nomination Form

Clients complete this form to nominate up to ten bank accounts you would like your adviser to be able to move money to, from your Accelerator Cash Account*.
Updated: 12/03/2014

45. Datafeed Requests

For datafeed requests please email us or phone 1800 252 351.

Learn how the Commonwealth Bank Cash Management Service works and how it can help you and your clients work together to effectively manage investment cash flow.
Updated: 19/11/2012

Quick guide for CBA Accelerator Cash Account and Term Deposit Portal
Updated: 03/06/2016

Work with your clients to help them map out their cash flows with our handy Cash Flow Planner tool.
Updated: 30/05/2017

Once your client’s new Commonwealth Bank Accelerator Cash Account is open they may need to update their regular direct debits (e.g. insurance premiums) and direct credits (e.g. salary).

The quickest and easiest way to do this is for your client to contact the organisations directly to update their account details. This can usually be done over the phone or online. However, the Commonwealth Bank does offer a number of different options to assist your clients with the process:

• DIY letter templates (PDF) – Allows your client to complete and print a letter to update various payment instructions:

Instruction Sheet
Updated: 30/10/2015

Change of Direct Debit
Updated: 19/11/2012

Change of Direct Credit
Updated: 19/11/2012

Change of Salary Crediting
Updated: 19/11/2012

Dividend Payment Re-direction
Updated: 19/11/2012

• A DIY online switching tool

• Our assisted switching service

Learn about our full range of products and services to help determine which one is right for you when investing on behalf of your clients.
Updated: 17/08/2016

Learn how our dedicated transition team can manage the whole transition process from start to finish.
Updated: 16/01/2017

Use this wording as a guide when creating your own SOAs.
Updated: 26/06/2017

The Data Feed Matrix provides a list of all available data providers.
Updated: 21/07/2016

Manage your cash, Manage your life

A simple guide to effective cash flow management.
Updated: 18/08/2015

Client Brochure - Accelerator Cash Account

Help your clients understand the benefits of the CommBank Accelerator Cash Account and how it works with this easy to understand flyer.
Updated: 14/11/2014

Client Information Sheet

Updated: 17/10/2015

Your Guide to Cash Flow Management

Updated: 16/06/2014