Trading

Trading

Powerful trading for advisers and their clients

We've taken the strength of the market leading CommSec trading platform and enhanced it with additional features for advisers trading on behalf of their clients.

Combine this with expert support from our dedicated Adviser Service Team and you’ll begin to understand how the CommSec Adviser Services adviser trading platform can help you do more with your client trading.

Quickly respond to market movements and save time by getting multiple clients in or out of a single stock at once with the easy-to-use ‘Single Stock, Multi-Client’ order pad.

Rebalance client portfolios and respond to sudden market movements more efficiently with our ‘Multi-Stock, Single Client’ functionality.

How-to Videos

'How-to Videos'

View our step by step demonstrations.

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1800 252 351 (Option 1)

Between 8.30am and 6.00pm, Monday to Friday.

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Features & Benefits

CommSec website DNA enhanced

CommSec website DNA enhanced with adviser features

Enjoy the experience and innovation of the leading CommSec online trading platform plus additional features for advisers trading on behalf of clients.
Execute more trades in less clicks

Execute more trades in less clicks

Save time and trade efficiently with ‘Multi-Stock, Single Client’ or ‘Single Stock, Multi-Client’.
View access for clients

View access for clients

Let clients keep track of their own portfolio while you stay in control of their investments.
Dedicated adviser support

Dedicated adviser support

Benefit from the support of our dedicated adviser services team and Transition Services team to assist you to migrate your clients.
Integrate your business

Integrate your business

Integrate CommSec Adviser Services Trading with your planning software via data feeds.
  • Adviser logic
  • BGL
  • COIN
  • Class Super
  • Midwinter
  • Platform Plus
  • Xplan
Customisable for your business

Customisable for your business

Add your branding to client confirmations and reports, tailor brokerage and customise the homepage to suit your needs.
Straight through processing

Straight through processing

Get trades to market faster with straight through processing.
Flexible Subscription Packages

Flexible Subscription Packages

Customise research and market data services to suit your needs with our enhanced subscription packages.

About CommSec Adviser Services Trading

Who is it designed for?

  • Dealer groups, advisers, stockbroking firms and other intermediaries looking for an out of the box direct trading solution.

What features do you receive?

  • Branded confirmation notes & reports
  • Dial Up/Down brokerage
  • Basis of advice capture
  • Access levels to suit your business model
  • Data feeds including XPLAN; BGL; VisiPlan; COIN; Class Super
  • Conditional orders
  • Watchlists and Alerts
  • Real-time market data and news
  • Upgrade your experience with a range of additional subscriptions including dynamic data with MarketPro

How do we support you?

  • Dedicated adviser desk for phone trading and support
  • Dedicated relationship manager
  • Business development assistance
  • Assistance with business transition to CommSec Adviser Services
  • Client and Adviser account origination and maintenance services
  • Reporting at client, adviser and Dealer Group level
  • Billing and invoicing
  • Direct Debit; BPAY®; Cheque; Third Party Margin Lenders; Delivery Versus Payment (DVP) and Custodial settlement facilities
  • Algorithmic trading support for large or complex orders
BPAY is registered to BPAY Pty Ltd ABN 69 079 137 518

Products

The CommSec Adviser Services Online Trading platform offers a wide range of trading products and services so you can offer your clients a complete service. Whatever your clients’ trading needs, we have a solution. Learn more about these and other features with the CommSec Adviser Services User Guide (PDF).

Options

Options are suitable for experienced investors looking for more sophisticated investment alternatives. They can offer a powerful and flexible tool that can be used to enhance a portfolio in a number of ways:

  • Profit from a view, no matter whether the market is moving up, down or sideways
  • Access the underlying stock for a fraction of the cost of a direct investment
  • Earn extra income from a portfolio by writing Options and receiving a premium
  • Protect (or ‘hedge’) existing investments by guaranteeing the sale price, regardless of market movements

Options strategies range from the simple to the complex and can be tailored to suit investment goals and appetite for risk. Like any derivative product, Options can involve risk, and all investors and advisers must have a clear understanding of this before trading.


To trade Options on behalf of your clients:

  • Download and read the ASX Booklet Understanding Options Trading (PDF)
  • Download, read, complete and sign the "Exchange Traded Options Product Disclosure Statement (PDS) and Application" located under the Forms tab above
  • To take up Tier 2 Options trading you will need to complete the ”Trading Level Upgrade” form found within the “Exchange Traded Options Application PDS and Application” or located under the Forms tab above.

Warrants

Warrants are unique trading instruments that are issued by banks and other institutions and traded on the ASX. Warrants are 'non-standard' - in other words, each one is different and will offer different features. Depending on the features of the individual warrant, you can use them to:

  • Gain leveraged exposure to an underlying share
  • Diversify your portfolio
  • Generate income through dividends and franking credits
  • Protect your portfolio.

You need to read the Product Disclosure Statement provided by the issuer of a warrant to assess its features and whether it meets your trading and investment purposes, before you decide to invest.


To start trading Warrants on behalf of your clients:

  • Ensure they have an active CommSec Adviser Services trading account.
  • Download and read the ASX Booklet Understanding Trading & Investment Warrants (PDF)
  • Complete and sign the "Warrant Agreement Form" located under the Forms tab above.

IPOs

IPOs through CommSec Adviser Services provide the opportunity to get priority access and provide a value add for clients. Access IPOs for your clients and subscribe to alerts, so you’ll know about new offers as soon as they're available.

Conditional orders

Conditional orders allow you to specifically implement trading strategies on behalf of your clients. Below is a brief description of the conditional orders we offer:

  1. Falling sell: Instruction to place a sell order on the market at a limit price when the security
    price falls to or below a pre-determined price you have established as a trigger price.
  2. Falling buy: Instruction to place a buy order on the market at a limit price when the security
    price falls to or below a pre-determined price you have established as a trigger price.
  3. Rising sell: Instruction to place a sell order on the market at a limit price when the security
    price rises to or above a pre-determined price you have established as a trigger price.
  4. Rising buy: Instruction to place a buy order on the market at a limit price when security price rises
    to or above a pre-determined price you have established as a trigger price.
  5. Trailing sell: Instruction to place a sell order at a Market price when the security price rises
    to or above a level you have set as your trail start price; and then experiences a fall equal to or
    greater than the trail stop value you have set.
  6. Trailing buy: Instruction to place a buy order at a Market price when the security price falls to or
    below a level you have set as your trail start price; and then experiences a rise equal to or
    greater than the trail stop value you have set.

Please read the Share Trading Terms & Conditions for important information and risks regarding conditional orders.

One Off Trade Service

Using our One Off Trade Service you can sell issuer sponsored shares on behalf of a client without the need to open an account. Your client must have an existing account with CommSec Adviser Services, CommSec or the Commonwealth Bank. To complete a One Off Trade on behalf of a client:

Subscription Packages

To upgrade to any of our enhanced subscription packages, simply download and complete a Change of Information Services form (PDF) (access to subscription packages is based on the agreement with your dealer group). Fees and charges apply.

Compare Subscription Packages


Features Standard Research Plus MarketPro The Combined Package
FREE $55 per month1 $55 per month1 $99 per month1
Live market data company announcements Icon-tick Icon-tick Icon-tick
Morningstar basic company research Icon-tick Icon-tick Icon-tick
Morningstar Australian & World market reports Icon-tick Icon-tick Icon-tick
Morningstar stock recommendations and research Icon-tick Icon-tick
Corporate events calendar Icon-tick Icon-tick
Real-time, dynamic online market data and quotes on equities and derivatives Icon-tick Icon-tick
Market overview information Icon-tick Icon-tick
Enhanced charting abilities with added indicators and drawing tools Icon-tick Icon-tick
Historical data Icon-tick Icon-tick
Real-time charting Icon-tick Icon-tick
Extensive market watch and alerts capabilities Icon-tick Icon-tick
Customisable watchlists and custom keys Icon-tick Icon-tick

Upon subscribing to the MarketPro subscription package, you can choose to upgrade your service with one of our add-ons:

MarketPro Add-Ons


Features Extras Domestic International
$39 per month1 $99 per month1 $159 per month1
Live ETO process and Excel DDE add-in Icon-tick Icon-tick Icon-tick
Dow Jones AU/NZ News (DJAZ) Icon-tick
International markets & indices (IML & IMZ) Icon-tick
AAP News (AAP) Icon-tick
London Metal Exchange (LMZ) Icon-tick

Upgrade your subscription packages now by downloading and completing a Change of Information Services form (PDF). Fees and charges apply.

1 Prices are GST inclusive.