Click on the link below to download the information on Direct Share Trading in the Wealthtrac Portfolio Service. Please note that Direct Share Trading is not available to Wealthtrac Superannuation Master Trust customers at this time.

Wealthtrac Direct Shares Supplementary Guide**

**Your client must read the Wealthtrac Direct Shares Supplementary Guide and complete the Registration form at the back of the Guide.

If you wish to include Direct Shares in the Wealthtrac Portfolio Service you will need to open a share trading account with E*Trade Australia.

Below you will find the required forms for opening an E*Trade Australia account. Please note that the customised application form has a place for your Wealthtrac account number. Please make sure you complete the Wealthtrac account details so E*Trade Australia can report details of your trades to the Wealthtrac Portfolio Service automatically.

Download E*Trade Australia Retail Terms and Conditions

Download E*Trade Australia Wealthtrac Application Form

Download E*Trade Australia Sponsorship Agreement

In order for E*Trade Australia to provide data to Oasis Asset Management (the operator of the Wealthtrac Portfolio Service) you will need to complete the following letter of authorisation and return it to E*Trade Australia with your account opening documents.

Letter of Authorisation

Once you have completed the required forms and the account is open please use the following link to access the E*Trade Australia Share Trading:

Existing Customers

Log in to E*Trade Australia here