Nab trade broker to broker form
Yeah each broker has a 'broker to broker transfer form' so you would get the form from your new broker and submit that form to them. They'll take care of the transfer from your old broker. I'm assuming it's a government regulation otherwise they wouldn't make it so simple to switch. I/We also authorise National Australia Bank Limited to pay out any outstanding loan against these shareholdings or managed fund agreement with the existing broker/margin lender will cease. NAB Equity Lending Subject: Form for managing shares and managed fund transfers New advisers/accountants are required to fill out the FSC identification form. NAB Connect Application Form (PDF, 1.1MB) Apply for access to NAB Connect to view your clients’ accounts. Internet Banking access form (PDF, 204KB) Advisers/accountants must fill out this form to access NAB Internet Banking.