Joint Accounts

Should you wish to open a joint account, you will need to open one individual account first and submit the individual’s documents. 

Identity Document – this can be any of the following types of documents:

  • Passport
  • Driver’s License
  • National Identity Card

The identity document must be valid, clear and in colour. If the document is double sided, please also provide a copy of the backside.


Proof of Address document – this can be any of the following types of documents:

  • Utility Bill (electricity, gas, water or landline phone bill)
  • Bank Letter or Statement
  • Government Issued Document

The proof of address document must clearly display your full name, current residential address, and have an issue date within the last 3 months. Note that PO Boxes will not be accepted as a residential address.

Please note that both parties need to agree in order to join the accounts.

Once you have completed the necessary steps, you may submit a request to convert your account from individual to joint by reaching out to our customer support team. Please note that we will need the documentation for the other account member to proceed with your request.

Please see the following articles for information on each account type:

Wholesale Client Confirmation

By accessing this website, you confirm that you meet the “wholesale client” eligibility criteria as defined by the Corporations Act 2001 (Cth). Ox Securities Pty Ltd relies on the income and assets test, which specifies that a wholesale client must have an annual income of at least $250,000 or net assets of $2.5 million. Additional eligibility criteria may apply as part of the wholesale application process.

Please note that Ox Securities Pty Ltd is authorised to provide its services to wholesale clients only. This website does not represent any entity other than Ox Securities Pty Ltd.

Risk Warning: OTC derivatives are leveraged products that carry a high level of risk to your capital.

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