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Before You Apply

Before you get started, it is important to review our Product Disclosure Statements including our Financial Services Guide.

If you have any question, please contact the Halifax support team.

Account Requirements

  • Per regulatory requirements, we must establish whether leveraged trading, specifically CFD trading, is appropriate for you

  • You must be over 18 years of age

  • You must understand the risks outlined in the Product Disclosure Document

What we ask

  • We need your name, address, contact details and suitable verification documents to verify your identity

Please note: In almost all cases, we are able to verify identities online. If for any reason we cannot, then we must obtain supporting documents from you before we can open the account.

After You Apply

Setting up your account

  • If your application is successful, we will send you a confirmation email containing your login details to the platform you requested

  • In order to start trading you must first fund your account – helpful instructions on how to do this are included in your introduction email

  • Your dedicated account manager will call to talk you through getting started and answer any queries you might have