ANZ Share Investing account review

What is ANZ Share Investing?

ANZ Share Investing is a subsidiary of ANZ, one of Australia's largest financial institutions. The account enables Australian retail investors to buy and sell a range of listed assets.

What are the key features of an ANZ Share Investing account?

ANZ Share Investing provides these features to traders:

Market research

Get access to independent expert recommendations, use filters to find the stocks you want and see lists of the most commonly traded stocks from other ANZ Share Investing customers. Get access to charts, news and analysis from leading analysts Morningstar, Intelligent Investor, Wise Owl and more.

Account access

Make trades using the ANZ Share Investing online platform, via the ANZ app or over the phone. Active traders can upgrade to the ANZ Share Investing Pro platform, which offers dynamic data, advanced charting tools and technical indicators.

Alerts

Get email and SMS smart alerts when predefined conditions are met.

Linked ANZ cash settlement account

You'll get a linked ANZ Cash Investment Account when you open an ANZ Share Investing Account. This cash account is where you can fund your account to place trades and where dividend payments will be sent. As a bonus, money held in your ANZ Cash Investment Account earns interest on a tiered basis.

SMSF

Self managed super funds (SMSFs) can manage their investments using ANZ Share Investing.

Tax reporting

Tax tools give you a free summary of your activity for the financial year for ease of reporting. This is especially helpful for SMSFs.

What markets can I trade with ANZ Share Investing?

You can trade the following investments using ANZ Share Investing:

• Australian shares. Invest in Australian securities listed on the Australian Securities Exchange (ASX) or Chi-X Australia Indexes.
• International shares. Trade international shares on 11 overseas markets including Nasdaq, NYSE and NYSE Amex Equities in the US, TSX and TSX Ventures Exchange in Canada, SGX and HKEX in Asia and LSE, and the Euronext.
• Exchange traded funds (ETFs). Trade ETFs on the ASX including ANZ ETFs, BlackRock, State Street Global Advisors and Vanguard Investments ETFs plus more.
• Managed funds. Invest in hundreds of Australian and international managed funds.
• Options. Trade index options on the S&P ASX 200 as well as equity options. ANZ Share Investing provides trading tools for options products such as the options finder tool, payoff diagrams, pricing tools and portfolio management tools.
• Margin lending. ANZ Share Investing will give you access to an investment loan from ANZ that you can use to invest.
• Warrants. Trade warrants using ANZ Share Investing and get access to leading research from UBS and CitiFirst analysts. You can also view live quotes for individual warrants from the ANZ Share Investing Stock Centre.
• IPOs. Participate in public offerings from companies by purchasing shares, company options convertible notes and other financial instruments.
• Conditional orders. Protect your investment using a stop loss order. Buy or sell orders are automatically executed when your trigger conditions are met.

What type of accounts can you open?

ANZ allows you to open 1 of 2 accounts being the Standard or Pro platform.

Standard platform

This is a beginner's platform with key features including:

• • • Easy to use platform
    • Tax reporting features available
    • Live support during trading hours
    • ASX and Dow Jones announcements
    • Watchlist, sector analysis and alerts

Pro platform

Set up for more advanced traders, features include:

• • • Real time or dynamic market data
    • Multi-monitoring availability
    • Professional charting packages, including technical analysis and drawing tools
    • ASX announcements and Reuters' news feed
    • Morningstar quantitative research
    • Up to 5 different trading layouts within the platform

What are the service levels of ANZ Share Investing?

ANZ share trading offers 2 different service levels, each providing different trading features at different price points.

When you apply for an ANZ share trading account, you will be opening a standard account, featuring access to real-time prices, quotes and market depth. This account has a $19.95 quarterly fee, but if you'd like to be downgraded to the free basic account without access to live market data, you'll have the ability to do so during the application process.

What are ANZ Share Investing brokerage fees?

You’ll pay brokerage fees when you trade financial products using the ANZ Share Investing online platform or over the phone. Brokerage fees vary depending on the specific product and how you carry out your trade (online or over the phone). You can find detailed information about the brokerage fees for Australian shares when you trade online below.

Online brokerage fees for Australian shares

First trade placed in the month

• • • $19.95 for trades up to $5,000
    • $24.95 for trades between $5,001 and $10,000
    • $29.95 for trades between $10,001 and $18,000
    • $29.95 for trades between $18,001 and $28,000
    • 0.11% for trades above $28,000

Second+ trades placed in the month

• • • $19.95 for trades between $0 and $18,000
    • $19.95 or 0.11% for trades between $18,001 and $28,000 (whichever is greater)
    • 0.11% for trades above $28,000

Online brokerage fees for international shares

For trades placed online, it's $59 or 0.59% of the trade value for trades above $10,000.

Telephone brokerage

Placing trades over the phone is more expensive, starting from $69.95 per trade.

What support and information is available with ANZ Share Investing?

You have a number of educational resources to assist you in making trades. The ANZ Share Investing online Help Centre provides online video demonstrations and written instructions about how to trade different products.

You can also speak to an ANZ Share Investing representative over the phone 8am to 8pm (AEST). An ANZ Share Investing Client Services Officer can answer specific questions about making trades, complaints and using the online trading platform. ANZ Share Investing does not offer an online chat service.

How do I apply for an ANZ Share Investing account?

Trading with ANZ can be done in 4 easy steps:

1. Open an account.
2. Deposit funds.
3. Research what you want to buy.
4. Start investing.

You can apply online for an ANZ Share Investing account if you’re over 18 and you’re an Australian or New Zealand resident. Follow the links to be directed to a secure online application.

If you’re an existing ANZ customer, you can enter your ANZ Customer Reference Number (CRN) and the application will be prefilled with your details. You’re also asked to select whether you want to trade with your own cash or whether you want to trade with a loan from ANZ.

If you’re a new customer, enter your basic personal information such as your contact details, address, tax file number (TFN), bank account details, whether you want to merge an existing portfolio, and finally create a password you can use to trade over the phone. You’re then required to verify your identity online using your driver’s licence, Medicare card or passport. You have the option of sending certified copies of your identification by post.