Getting Started

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Getting Started

Opening a new account at Hartleys

If you are an Australian resident, you can become a client of Hartleys. It is free to open a new account with Hartleys and you simply need to complete an application form. Once approved, you can immediately gain access to:

  • The full range of products and services available from our Investment Advisers.
  • The Members area of Hartleys website which allows you to view delayed share prices, CHESS sponsored holdings, create and maintain custom portfolios and watch lists, print client statements and access Hartleys Research.

To open an account with Hartleys, you can request new account application forms be forwarded to you by mail by completing the following form:-

Contact Name:
Mailing Address Line 1:
Mailing Address Line 2:
Suburb:
Post Code:
State:
Contact Number:
Email Address:
All mandatory fields are in bold