CommSec One

You could enjoy exclusive benefits and support to give you the trading edge.

CommSec One is our active trader program that recognises and rewards our most valuable clients with a world of extra privileges1. As a client, you could take advantage of our market-leading tools and research to take your trading to the next level. You’ll have opportunities to learn practical skills, strategies and insights from CommSec and industry experts. Plus, you’ll receive dedicated support from our CommSec One service team.

From helping you spot opportunities to supporting your investment goals, CommSec One is our way of investing in you.

How to qualify for CommSec One

To qualify for CommSec One over a 12 month period, you need to be a CommSec client, plus meet one of the below criteria:

Annual brokerage

spend of $3k+, OR

Average Margin Loan

balance $100k+, OR

Average CHESS

holdings of $2.5m+

Benefits

From one-to-one support to invitation-only events, CommSec One could help you get more from your trading.

Your dedicated support team

The CommSec One service team is just a phone call away for your trading and portfolio support.

You could enjoy direct access to a dedicated CommSec One service team who are available to discuss your needs and support you as an investor. They’ll help you with day-to-day trading and market related questions, plus:

  • Offer personalised order management for your large trades.
  • Manage your account(s).
  • Provide advanced technical support for the CommSec website and CommSecIRESS2, as well as any specialist products.

Direct access to the experts

CommSec One clients have one-on-one access to the experts at our exclusive events and webinars.

Invitations to exclusive events³

You could join us for our invitation-only events to help build your trading and investing knowledge, while expanding your network. CommSec One events give you one-on-one access to CommSec experts and industry guest speakers, including our Chief Economist, Craig James, and CEOs of leading companies.

Our events cover a broad range of topics, including the economic outlook, portfolio management and market analysis – offering you a rare opportunity to learn from the best.

Webinars

Our webinars could help you hone your investing skills and make better-informed decisions. Hosted by CommSec and industry experts, these topical, interactive sessions explore useful trading tools, strategies and insights, plus give you the opportunity to ask your questions first-hand.

Trading tools and research

As a client, you could enjoy complimentary access to market-leading tools and research, so you can spot opportunities and act on insights.

Free access to CommSecIRESS²

Explore advanced charts and place orders faster with CommSecIRESS. With real-time market updates and a customisable platform, this tool makes it easier to monitor the latest market movements. Access is free, saving you $82.50 per month.

Advanced Order Types²

The CommSecIRESS subscription gives you the freedom to execute your trades in ASX CentrePoint or Chi-X Australia markets to seek the best price in the market4.

Free access to Recognia Research5

Gain trader insights to help you spot market trends and identify new opportunities. Get free access to technical research, including a Daily Market Report featuring bullish and bearish patterns identified by Recognia. It’s an invaluable tool that could help you understand market movements and give your trading an edge.

Free Morningstar Premium Research6

You could take advantage of Morningstar Research’s premium benefits free for three months6, featuring in-depth analysis and recommendations across the ASX 300. With daily market news and commentary, it’s an invaluable source of insights, ideas and information on the investments you own and the companies you’re interested in. As a CommSec One client, you could save $29.95 per month for three months.

Silver International Research provided by Markit Digital7

Get access to morning notes and fund manager spotlights, as well as access to detailed economic analysis and insights on a broad selection of US listed companies.

Market news and opportunities

CommSec One gives you the trading advantage with current market news and fast-track investment opportunities.

CommSec One monthly newsletter

The CommSec One team hand picks the very best market news each month to keep you informed. With the latest market updates, expert insights, exclusive offers and upcoming events hand-picked by the CommSec One team, our newsletter keeps you looped in with local and international markets, the economy and more.

IPO access8

You could receive communication before any other CommSec clients about upcoming Initial Public Offerings (IPOs). You’ll have the ability to bid directly into CommSec One’s own IPO allocation, increasing the chances of receiving your allocation.

Sophisticated Investor opportunities8

Get notified about opportunities to participate in select investment opportunities normally only available to institutional investors.

Exclusive offers and discounts

As a client of CommSec One, you could save on a range of tools and services when you invest through CommSec.

No Off Market transfer fees9

Have Off Market transfer fees waivered when transferring shareholdings between parties or to a new account, saving you the standard fee of $54 per transfer form.

Save 20% on our One Off Advice service10

Our One Off Advice service offers CommSec One clients a special 20% discount. This is an invaluable opportunity to fine-tune your investments with the support and expertise of CommSec Advisory. With a One Off Advice portfolio review, you can ensure you’re getting the most out of your portfolio.

  • Gain a personal perspective from a CommSec Adviser who will get to know you, your investment goals, needs and risk appetite.
  • Receive the level of support you need, whether that’s a second opinion or complete investment guidance.
  • Receive world-class investment support from our advisers, analysts and economists.
  • Simplify your portfolio management by minimising paperwork, consolidating research and identifying potential risks early.

Reviews

Discover what some of our CommSec One clients have to say about the program.

One of the few

"The level of personal service I receive from my CommSec One Relationship Manager is second to none. Knowing that I have a dedicated, experienced person available when I need them lets me know I can trust that CommSec recognises the importance I place on my investments."

Louise G

One of the few

"Being part of CommSec One has opened me to so much potential to improve my trading skills and hopefully my portfolio. Tools like Recognia Trading Ideas and CommSecIRESS give me confidence to act on opportunities when I see them and motivation to keep seeking out new trading prospects."

Paul B

One of the few

"CommSec One is invested in giving me access to informative ideas and insights that I can’t get anywhere else. Being able to meet investing experts in person at exclusive events and interact with them online in webinars keeps me engaged with my portfolio and truly makes me feel valued as a customer."

Judy V

Support

From answering your questions to one-on-one support, we can assist with your enquiries and unique trading needs.

 

"We’re dedicated to providing you with the highest level of professional service – reliably and efficiently."

 

As a CommSec One client, you could enjoy direct access to our dedicated CommSec One service team. They're here to understand your investment goals and provide support with your trading, personally manage your large orders into the market, or help you manage your account(s).

To find out how you could be part of the CommSec One active trader program, please call 13 15 19 (8am to 7pm, Monday to Friday, Sydney time) or email commseconesupport@commsec.com.au

Dedicated CommSec One Support

Your questions answered

The CommSec One active trader program recognises and rewards you with a world of extra benefits. Take your trading to the next level with our market-leading tools, strategies and insights. From trading support to exclusive offers, it’s our way of helping you invest in yourself.

The benefits have been tailored to provide you with additional value on top of the features of the existing CommSec platform, including enhanced research, access to exclusive events and providing free access to trading tools like CommSecIRESS2.

In addition, CommSec One is committed to providing a superior and professional service offering a priority email and personal telephone support. We support you with your trading, personally managing your large orders into the market and offer advanced technical support across the CommSec website and CommSecIRESS2.

Once selected to become part of the CommSec One active trader program, the benefits you receive are activated on your Client ID for a minimum of 12 months from the date you are welcomed to the program.

More information about CommSec One, including the qualification criteria, as well as descriptions of the benefits available is located on the benefits tab of this web page.

If you have any further questions about CommSec One, please contact us on 13 15 19 or email commseconesupport@commsec.com.au

In order to qualify to be part of the CommSec One active trader program, you need to be a CommSec client, and show that you have met one or more of the following criteria over a 12 month period:

  • Annual brokerage spend of $3,000 or more, OR
  • Average Margin Loan balance of $100,000 or more, OR
  • Average CHESS holdings of $2.5m or more

Qualification for CommSec One is based at a total 'Client' level for each of the Criteria Types, i.e. Brokerage, Margin Loan or CHESS holdings. So that means if you trade or control multiple trading accounts under your Client ID, each of the accounts' activity or holdings, the total amount across all accounts will be counted in order to determine eligibility for CommSec One.

Recognia Research is a daily email sent to CommSec One clients, Monday to Friday, which provides you with innovative trading ideas on a wide range of ASX companies. All CommSec One clients are eligible to receive Recognia Research emails. However, you must be opted in to receive promotional material from CommSec in order to receive the research daily.

If you would like to opt-in to promotional material, please contact our CommSec One service team on 13 15 19 or email commseconesupport@commsec.com.au

If you believe that you meet one of the CommSec One active trader program qualification criteria and would like to start receiving the benefits of the program, please contact us on 13 15 19 or email commseconesupport@commsec.com.au. A member of our CommSec One service team will review your eligibility, inform you if you qualify for CommSec One and activate the benefits on your Client ID.

CommSec One – select clients will be communicated to when there is an IPO to Retail clients. There is also an opportunity to be offered exclusive access to invest in select IPOs as a wholesale client. These are clients who meet the sophisticated and professional investor criteria under the Corporations Act 2001. To register as a sophisticated investor, clients must have more than $2.5m in net assets (with an Accountant's certificate confirming this) or income of at least $250,000 over the last two financial years (with an Accountant's certificate confirming this). As a professional investor, clients must have $10m in net assets.

If you are a CommSec One client and believe you meet the sophisticated and professional investor criteria under the Corporations Act 2001 and wish to be registered, please contact CommSec One on 13 15 19 or email commseconesupport@commsec.com.au

CommSec One. Be one of the few

To find out how you could be part of the CommSec One active trader program, please call 13 15 19 (8am to 7pm, Monday to Friday, Sydney time), or email commseconesupport@commsec.com.au

Things you need to know:

(1) You must be selected by CommSec to be part of the CommSec One active trader program and qualify by meeting ‘one’ of the following Criteria Types over a 12 month period:

    • Annual brokerage spend of $3,000 or more, OR
    • Average Margin Loan balance of $100,000 or more, OR
    • Average CHESS holdings of $2.5m or more

(2) CommSecIRESS/ WebIRESS – The terms of use are subject to the CommSecIRESS Subscription Agreement available in the Subscriptions section of the CommSec website. Day Trading clients (AOT) not using CommSecIRESS will have the standard WebIRESS fee waived, saving $81.95 per month.

(3) Events will be held in select capital cities. However, if you reside outside of these areas information presented will be made available after the event. After logging in to commsec.com.au, select Portfolio, select CommSec One, select the 'Events and Webinars' tab.

(4) Refer to the ‘Best Execution Policy Disclosure’ for more information.

(5) Recognia trader insights – CommSec will automatically give you access to the Recognia Daily Market Report – a daily trading ideas email. You can unsubscribe from this service at any time by using the unsubscribe link in the email. The Daily Market Report is automatically generated based on Recognia's proprietary software and is for information only. The contents of the email does not constitute advice or a recommendation by Recognia Inc. or CommSec in respect to the investment in financial instruments. Your use of the trader insights service is subject to the Recognia Terms of Use. If you would like to receive Recognia trader insights, you need to be opted into receiving CommSec 'Promotional Material'. Go to Subscriptions > Ensure all the channel boxes (email, SMS, outbound phone call and direct mail) are blank by clicking Edit preferences and deleting the cross/es > Press save.

(6) Morningstar Premium Research – The complimentary offer of Morningstar Premium Research is for a maximum of three months from the date of application. Clients must contact CommSec One to request the application of this free access to their profile. The offer provides clients with access to the Morningstar Premium Research package integrated into the CommSec Research platform, and does not extend to any other Morningstar research offerings not available through the CommSec platform.

(7) The complimentary offer of Silver International Research requires clients to contact CommSec One to request the application of this free access to their profile. This offer is for a maximum of 12 months from application date. The offer provides clients with additional research content to enhance the CommSec International Research platform, and does not extend to any other Morningstar Research offerings not available through the CommSec platform. This research is only accessible if you have an existing CommSec International Trading Account.

(8) IPOs – Access to IPOs and the ability to register to become a wholesale investor if you meet the sophisticated or professional investor criteria under the Corporations Act 2001.

(9) The offer to process Off Market transfer requests without the standard $54 charge per transfer is only available for qualified CommSec One clients who meet the criteria outlined in the CommSec One Terms of Service below. Fees will not be charged to the receiving party upon processing of the Off Market transfer form by CommSec.

(10) 20% discount on our One Off Advice Service – CommSec One clients can enjoy an exclusive 20% discount on the initial advice fee by submitting an application form.

If you opt out of receiving promotional material from CommSec, you will unfortunately not receive the Recognia Research Daily Market Report, be invited to Industry events or receive special promotions via email. To receive promotional material from CommSec (including information about all of the CommSec One benefits), you’ll need to update your preferences in the “Promotional Material Preferences” section of the Subscriptions page.

Commonwealth Securities Limited ABN 60 067 254 399, AFSL 238814 (CommSec) a wholly owned but non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124, AFSL 234945 (the Bank).

Effective from 31 October 2017

The CommSec One program is CommSec’s exclusive active trader program designed to recognise selected clients.

The CommSec One program’s Terms of Service form the basis of the CommSec One program. It is the CommSec One client’s responsibility to read and understand them. By participating in the CommSec One program you have accepted the program’s Terms of Service.

1. Introduction
1.1 The CommSec One Program commenced on 18/8/2014.
1.2 The CommSec One Program's Terms of Service are effective as at the CommSec One Program Commencement date.
1.3 Every CommSec One client is bound by the CommSec One Program's Terms of Service.

2. Changes
2.1 CommSec entirely at its discretion reserves the right to make any changes at any time or can discontinue at any time the CommSec One program, the CommSec One program’s Terms of Service and/or its benefits.
2.2 CommSec will use its best efforts to advise CommSec One clients of material changes to these Terms of Service.
2.3 The current CommSec One program’s Terms of Service will be made available here on this web page.

3. Qualification Criteria
3.1 You must be selected by CommSec to be part of the CommSec One program and qualify by meeting ‘one’ of the following ‘Criteria Types’ over a 12-month period:
    • Annual brokerage spend of $3,000 or more, OR
    • Average Margin Loan balance of $100,000 or more, OR
    • Average CHESS holdings of $2.5 million or more 
3.2 CommSec may select you to be part of the CommSec One program at their own discretion regardless of meeting the above qualification criteria.
3.3 Qualification is based at a total Client level for each of the ‘criteria types’, i.e. brokerage, Margin Loan or CHESS holdings.
3.4 For clients who qualify via the brokerage criteria type, the eligible products include: CommSec share trading, International share trading and Exchange Traded Options.
3.5 The CommSec One program qualification criteria can change at any time.
3.6 CommSec One clients may, at any time, choose to no longer be part of the CommSec One program by providing written notice via email to: commseconesupport@commsec.com.au. Choosing not to be part of the CommSec One program will mean you will no longer receive access to the CommSec One program benefits.

4. Benefits & Transfers
4.1 The latest CommSec One program benefits can be found by logging in to commsec.com.au, then selecting Portfolio > CommSec One.
4.2 All benefits are subject to availability.
4.3 By using or taking up these benefits you agree to the ‘Terms of Service’ of these benefits. For benefits related to providing materials, reports and publications, these are general in nature and are not recommendations for you to buy, sell or hold any particular share, financial product or financial instrument. They have been prepared without taking into account your objectives, needs, financial and taxation situation and CommSec also does not guarantee or warrant the reliability of this information or material.
4.4 CommSec is not responsible if any benefit is no longer available.
4.5 CommSec has the right to decide when CommSec One clients will start to receive their benefits. 
4.6 Benefits may be discontinued at CommSec’s discretion without notice.
4.7 If a CommSec One client chooses not to take any benefit at the time they qualify for the CommSec One program or when the benefit is made available, the benefit will be forfeited and cannot be taken at a later date.
4.8 CommSec One clients are not permitted to transfer their benefits to other CommSec clients.
4.9 CommSec One benefits are not transferable or exchangeable and cannot be redeemed for cash.
4.10 The CommSec One client accepts the benefits ‘as described’ on the CommSec website.

5. Benefit Period
5.1 You will be able to enjoy the benefits for a minimum of 12 months (from the date you are first selected).
5.2 Some clients, depending on when they are selected for CommSec One, may experience the CommSec One program for longer than 12 months.
5.3 The benefits made available during this period, may change at any time.

6. Status Notification
6.1 At the end of the minimum benefit period, CommSec will review your status against the current qualification criteria.
6.2 CommSec One clients who no longer meet the CommSec One program’s qualification criteria will be notified in writing via email. They will no longer be entitled to the CommSec One program’s benefits.

7. Your Obligations
7.1 If a CommSec One client commits a material breach of any of CommSec's trading terms & conditions and/or the CommSec One program’s Terms of Service, CommSec has the right to suspend or terminate your participation in the CommSec One program.

 

Disclaimer

This site is directed and available to and for the benefit of Australian residents only. © Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814 ("CommSec") is a wholly owned, but non guaranteed, subsidiary of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 and both entities are incorporated in Australia with limited liability.

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