• Steps
    • 1
    • Account Type
    • 2
    • Applicant Details
    • 3
    • Account Details
    • 4
    • Transfer Securities
    • 5
    • Review and Submit
    • 6
    • Finalise Application

Step 1: Select Account Type

This application will take approximately 10 minutes to complete.

Account Type

*Required Field
  • The name that you are applying for the trading account in must be either the name of an Individual, Joint, Company, a Trust (with an Individual Trustee) or a Trust (with a Company Trustee).

    • To complete your Individual application you will need:

      • A valid email address
      • Your Bank Account details
      • Identification
      • Tax File Number or Exemption code (optional)

Trust Type




Saved Application

Important Information

New share trading account applications will not be accepted.

On the 7 September 2019 the Heritage Bank share trading website and associated share trading accounts will close.

More information including key dates can be found in the closure notice. Read our Site News for more details.