What you need to open an account for an individual or joint application

To apply for an individual or joint Macquarie CMA, Term Deposit or Wrap IDPS account, you’ll need to provide the following information to us:

1. Applicant(s) details:
   • Full legal name (including any middle names)
   • Any other names known by
   • Date of birth
   • Mobile number
   • Email address
   • Residential address
   • Occupation
   • Source of wealth 
   • Tax file number (optional)
   • Details of any foreign tax residency, including a Tax Identification Number (TIN) if applicable
   • Identification information (Australian driver's licence or Australian passport.) If we can't electronically verify the client, we will require a certified copy of ID. 
   • If your client doesn’t have an Australian driver’s licence or Australian passport, select the option ‘Applicant does not have an Australian driver’s licence or Australian passport’ in the online application form. Please note that if this option is selected, additional documentation will be required.
   • If foreign photo identification is provided for the client, we will still need to establish a connection to Australia (e.g. Valid Visa or Australian citizenship). Additional documentation may be required depending on the tax residency details provided. 
      
2. Account details: Please provide details about source of funds and the purpose of the account.

3. Account authorities: If you’d like to appoint third parties on the account, we’ll also ask you for their details. If the application is under a Power of Attorney (POA), a certified copy of the POA document certified within the last 12 month must be provided and the POA document must state the attorney can delegate authority. 
   
   
4. Application communication preference: Let us know the preferred email address for managing this application, receiving follow-up requests etc.