What is CommSec One?
Our CommSec One program1 gives you exclusive benefits to support your investing needs. As a CommSec One customer, here are just some of the many benefits you'll enjoy5, 8:
Dedicated service
Via our specialist support team and priority phone line.
Advanced trading tools
Including complimentary CommSecIRESS Viewpoint4.
Market insights & research
Delivered through the CommSec One Daily6, monthly newsletters, event invitations3, and Morningstar Premium Research7.
Who’s eligible for CommSec One?
CommSec One membership invitations are for CommSec clients only. You just need to meet one of the following eligibility criteria1 over a 12-month period (transferring your portfolio from another broker may also meet the required membership criteria):
AUD $3,000+
annual brokerage spend, OR
AUD $100,000+
average Margin Loan balance, OR
AUD $2.5m+
average CHESS or International
holdings, OR
Sophisticated Investor
status registered with CommSec
Ready to join?
If you'd like to join our CommSec One program, please email us by clicking below to request a call. Remember to include your contact details, and one of our Relationship Managers from the CommSec One team will get in touch.
CommSec Platinum
By invitation only, CommSec Platinum2 is our top-tier status designed for our most valued traders and investors. Benefits include:
Priority 24-hour access to our Platinum Desk whenever markets are open.
Tailored support across CommSec and CommBank, shaped entirely around your investment needs.
Strategic execution through Designated Trading Representatives (DTR) for complex or high-value trades.
Value pricing with brokerage tailored to your trading profile.
New to CommSec?
Open a CommSec Share Trading account today and trade from just $5.
Buy and sell shares using a CommSec Share Trading account. With our CDIA cash management account9, you can seamlessly settle trades, transact and earn interest.
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 AUD $3,000 or more, OR
• Average Margin Loan balance of AUD $100,000 or more, OR
• Average CHESS or International holdings of AUD $2.5m or more, OR
• Registered to CommSec Sophisticated Investor Program (with eligibility criteria to either have net assets of at least AUD $2.5m or gross income of at least AUD $250,000 per year for the last two financial years.)
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, the total amount across all accounts will be counted in order to determine eligibility for CommSec One.
2 You must be invited by CommSec to be a CommSec Platinum customer. The CommSec One Terms of Service (including benefits) are applicable to CommSec Platinum customers.
3 CommSec One events: 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 CommSecIRESS Viewpoint/WebIRESS: The terms of use are subject to the CommSecIRESS Viewpoint Subscription Agreement available in the Subscriptions section of the CommSec website. For more information on CommSec Platforms and their fees, please contact the CommSec One service team.
5 IPOs: Access to IPOs and the ability to register to become a wholesale investor if you meet the sophisticated investor criteria under the Corporations Act 2001.
6 Trading Central's investment analytics: CommSec will automatically give you access to Trading Central's investment analytics – through CommSec One Daily email or CommSecApp, if you are opt-in into CommSec marketing communications. The Trading Central's investment analytics are automatically generated based on TRADING CENTRAL's proprietary software and is for information only. The contents do not constitute advice or a recommendation by TRADING CENTRAL or CommSec in respect to the investment in financial instruments. Your use of the Trading Central's investment analytics is subject to the TRADING CENTRAL Terms of Use
7 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.
8 Off Market transfers fees: 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. Fees will not be charged for transfers between your CommSec accounts.
9 You can view the Share Trading Terms and Conditions (.pdf), CommBank Transaction Savings and Investment Account Terms and Conditions (CDIA) (.pdf), Best Execution Statement (.pdf) and Financial Services Guide (FSG (.pdf), and should consider them before making any decision about these products and services.
The Commonwealth Direct Investment Account (CDIA) is issued by Commonwealth Bank of Australia and administered by Commonwealth Securities Limited. The target market for the CDIA can be found within the product’s Target Market Determination, available at commbank.com.au/tmd
Effective from 25 October 2023
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 AUD $3,000 or more, OR
• Average Margin Loan balance of AUD $100,000 or more, OR
• Average CHESS or International holdings of AUD $2.5 million or more, OR
• Registered to CommSec Sophisticated Investor Program (with eligibility criteria to either have net assets of at least AUD $2.5m or gross income of at least AUD $250,000 per year for the last two financial years.)
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 has the right to decide when CommSec One clients will start to receive their benefits, however CommSec One will endeavour to start providing benefits to CommSec One clients as soon as reasonably possible after the selection of a benefit.
4.5 Benefits may be discontinued at CommSec’s discretion without notice.
4.6 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.
4.7 CommSec One clients are not permitted to transfer their benefits to other CommSec clients.
4.8 CommSec One benefits are not transferable or exchangeable and cannot be redeemed for cash.
4.9 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 upon notice by CommSec to the CommSec One client as soon as practically possible.
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.