What is CommSec One?

CommSec One is an exclusive program for active traders1 that offers support and trading benefits you can’t get anywhere else. It includes access to a dedicated CommSec One service team, who can make all the difference when you’re looking to make each trade count. Plus, get access to CommSec and industry experts, who will share insights and strategies to help build your investing knowledge.

Who’s eligible for CommSec One?

CommSec One is free to join for CommSec members. You just need to meet one of the following eligibility criteria1 over a 12 month period:

$3,000+

annual brokerage
spend, OR

$100,000+

average Margin Loan
balance, OR

$2.5m+

average CHESS
holdings

One serious advantage, countless benefits

Here’s a taste of what you can expect as a member. For the full list of benefits, please see the FAQ below, or get in touch to find out more.

ONE-on-one support and expertise

Give your trading an added edge with direct access to a dedicated CommSec One service team. Once they assess your needs as an investor, they’ll help manage your accounts and place your large orders directly into the market. They’re also on call to answer your market-related questions and provide trading, technical and portfolio support. 

What’s more, you can build your trading and investment knowledge with invitations to exclusive events2 and webinars featuring CommSec and industry experts.

ONE competitive edge with advanced tools

Monitor the latest market movements with free access to CommSecIRESS Viewpoint3, which gives you the freedom to execute your trades across ASX CentrePoint or Chi-X Australia to seek the best price4 in the market. It features advanced charting tools to customize your trading experience – and live streaming to help you make quicker decisions. 

ONE step ahead with exclusive opportunities and research

Be first to access upcoming Initial Public Offerings (IPOs)5 before any other CommSec clients. You can also spot market trends and identify new opportunities with:

  • Free access to Recognia Research6, including a Daily Market Report featuring bullish and bearish patterns.
  • Morningstar Premium Research7, free for three months, including in-depth analysis and recommendations across the ASX 300.
  • Free access to Goldman Sachs Equities Research on Australian and New Zealand stocks.

Why switch to CommSec?

When you trade with CommSec, you’re one step closer to joining CommSec One. Plus, you have confidence knowing you’re trading with Australia’s most experienced online broker.  

Unlike other brokers, CommSec offers you flexibility with Trading Limits8 which allow you to place trades of up to $25,000 worth of stock without needing cash up front. You’ll also have access to a great choice of products to develop your trading strategies and diversify your portfolio, including Margin Loans, Options, Warrants and International Shares.

To discover more of the benefits watch our video.

Get started

Want to find out more?

If you would like more information, or you’re a CommSec customer and believe that you qualify for the CommSec One active trader program, call us today

New to CommSec? 

Open a CommSec Share Trading account today. Simply choose one of the options below:

Trade from $10

Buy and sell shares using a CommSec Share Trading account. With our cash account, you can seamlessly settle trades, transact and earn interest.

Trade from $29.95

Buy and sell shares using a CommSec Share Trading account with your existing bank account.
 

Frequently asked questions

You can qualify for CommSec One by showing that you meet one of the following eligibility criteria1 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

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.

To enjoy the advantages of being part of the program, please contact us on 1300 887 733 or email commseconesupport@commsec.com.au. A CommSec One Relationship Manager will review your eligibility, inform you if you qualify for CommSec One, and activate the benefits on your Client ID.

Once you’re part of the CommSec One active trader program, your CommSec One benefits will be activated on your CommSec Client ID for a minimum of 12 months from the date you’re welcomed into the program.

  • Direct access to our dedicated CommSec One service team. They’ll get to understand your investment goals, and provide personalised support with your trading. Relationship Managers are available to personally manage your large orders into the market, and help manage your accounts.

  • Invitations to exclusive events2 and webinars. Hear first-hand from CommSec and industry experts who share their insights on a broad range of topics, including the economic outlook locally and internationally, portfolio management and investing strategies.

  • Free access to CommSecIRESS Viewpoint3. This customisable trading platform gives you real-time market updates and advanced charts, making it easier to monitor the latest market movements and make informed decisions.

  • Advanced Order Types3. Exclusive to CommSec One, a CommSecIRESS Viewpoint 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.

  • IPO access5. Be amongst the first to know about upcoming Initial Public Offerings (IPOs). You can bid directly into CommSec One’s own IPO allocation, increasing the chances of receiving your allocation.

  • Sophisticated Investor opportunities5. Get notified about opportunities to participate in select investment opportunities normally only available to institutional investors.

  • Free access to Recognia Research6. Gain trading insights with technical research, including a Daily Market Report featuring bullish and bearish patterns identified by Recognia.

  • Free Morningstar Premium Research for three months7. Access in-depth analysis and recommendations across the ASX 300, and receive daily market news and commentary.

  • Silver International Research provided by Markit Digital9. 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.

  • CommSec One monthly newsletter. Stay in the loop with the latest market updates, expert insights, exclusive offers and upcoming events2 hand-picked by the CommSec One team.

  • OTC Bonds. Through CommBank Global Markets, we’re offering unlisted or over-the-counter (OTC) bonds to Sophisticated and Wholesale clients. You’ll get a dedicated dealer to assist with investment options and primary and secondary market investment opportunities.

  • No Off Market transfer fees10. Have Off Market transfer fess waived when you transfer shareholdings between parties or to a new account, saving you the standard fee of $54 per transfer form.

  • 20% off One Off Advice service11. An experienced CommSec Adviser will get to know your investment goals and risk appetite to help fine-tune your investments.

  • $220 off InvestSMART subscription12. Cut through the noise of investing with InvestSMART’s suite of investment tools, including recommendations and research from Intelligent Investor and Eureka Report.

  • 50% off TradeSetup subscription13. Stay on top of your trades with this unique, stand-alone app that sends intraday trading idea alerts to your mobile device at the point in time a price pattern is detected.

  • 30% off Lincoln Indicators Stock Doctor subscription14. Give your investing another edge with the Stock Doctor portfolio analysis platform. Stock doctor offers outstanding past performance, advanced portfolio management, screening tools, membership services and support for investors seeking long-term success.

  • $100 off Wise-owl subscription15. This independent research firm lets you find the best investment opportunities by following a proven methodology based on expert advice, innovation, technology and education. Wise-Owl specialises in small caps, mid caps and provides unique insights on ‘buy’ and ‘sell’ opportunities. 

Things you need to know:

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 $2.5m or more

2. 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.

3. CommSecIRESS Viewpoint/WebIRESS/MobileIRESS: The terms of use are subject to the CommSecIRESS Viewpoint Subscription Agreement available in the Subscriptions section of the CommSec website. Day Trading clients (AOT) not using CommSecIRESS Viewpoint will have the standard WebIRESS fee waived, saving $81.95 per month, can subscribe to the IRESS mobile app and can place IRESS contingent orders. For more information on CommSec Platforms and their fees, please contact the CommSec One team.

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

5. 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.

6. 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 do 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 in to 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.

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. Trading Limits: The trading limit is up to $25,000 for leading stock and this includes $7,500 for non-leading stock. You are able to trade up to these amounts without any deposit requirements, but funds must be available on the morning of the settlement date.

9. Silver International Research: The complimentary offer of Silver International Research is only available to clients with an existing CommSec International Trading account. Clients must 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.

10. 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 to the receiving party upon processing of the Off Market transfer form by CommSec.

11. 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. Please call 1300 887 733 (8am to 5pm, Monday to Friday, Sydney time) for an application form.

12. InvestSMART discount: This offer is for a $220 discount (including GST) on the subscription cost for the full InvestSMART Professional suite (RRP $770). Only available to qualified CommSec One clients, meeting the criteria for access to the CommSec One program. The offer is valid from the commencement date of you subscribing to the InvestSMART platform. Intelligent Investor, Eureka Report and the associated company of InvestSMART Financial Services Pty Ltd (AFSL 226435, ABN 70 089 038 531) are the providers of this offer and platform access. These are external entities that are not members of the Commonwealth Bank of Australia Group of Companies (the Group) and the content does not represent an endorsement, recommendation, guarantee or advice in regard to any matter. Neither Commonwealth Securities Limited ABN 60 067 254 399, AFSL 238814, nor members of the Group accept any liability for losses or damage arising from any reliance on external companies and their products, services and material. Investors should consult a range of resources, and if necessary, seek professional advice, before making investment decisions in regard to their objectives, financial and taxation situations and needs because these have not been taken into account.

13. TradeSetup discount: This offer is for a 50% discount off the monthly and yearly retail price of a TradeSetup subscription. Only available to qualified CommSec One clients, meeting the criteria for access to the CommSec One program. The offer is for a monthly or yearly subscription to the alerts service provided by TradeSetup, with the fee debited monthly from your nominated source of payment. Once you have subscribed and completed payment you are able to opt out of the alerts service at any time during the subscription period, and not incur further charges. TradeSetup is a trading name of Dynamic Capital Trading Pty Ltd. Dynamic Capital Trading Pty Ltd is licensed to provide general advice services. (AFS License 495685). The TradeSetup Alerts have been prepared without taking account of the customer’s objectives, financial situation or needs; and because of that, the customer should, before acting on the advice, consider the appropriateness of the advice, having regard to their objectives, financial situation and needs. Before making a decision about whether to acquire a financial product the customer should obtain a Product Disclosure Statement or offer document from the relevant financial service provider. This is an external entity that is not a member of the Commonwealth Bank of Australia Group of Companies (the Group) and the content contained does not represent an endorsement, recommendation, guarantee or advice in regard to any matter. Neither Commonwealth Securities Limited ABN 60 067 254 399, AFSL 238814, nor members of the Group accept any liability for losses or damages arising from any reliance on external parties, their products, services and material.

14. Lincoln Indicators Stock Doctor discount: This offer is for a 30% discount to a 12 month subscription cost of Lincoln Indicators Stock Doctor (RRP of $1,695). Only available to qualified CommSec One clients, meeting the criteria for access to the CommSec One program. The offer is valid for 12 months from the commencement date of you subscribing to the Stock Doctor platform. Stock Doctor and the associated company of Lincoln Indicators Pty Ltd (ACN 006 715 573 AFSL 237740) are the providers of this offer and platform access. These are external entities that are not members of the Commonwealth Bank of Australia Group of Companies (the Group) and the content does not represent an endorsement, recommendation, guarantee or advice in regard to any matter. Neither Commonwealth Securities Limited ABN 60 067 254 399, AFSL 238814  nor members of the Group accept any liability for losses or damage arising from any reliance on external companies and their products, services and material. Investors should consult a range of resources, and if necessary, seek professional advice, before making investment decisions in regard to their objectives, financial and taxation situations and needs because these have not been taken into account.

15. Wise-owl discount: This offer is for a $100 discount to a 12 month subscription cost of Wise-owl (RRP of $399). Only available to qualified CommSec One clients, meeting the criteria for access to the CommSec One program. The offer is valid for 12 months from the commencement date of you subscribing. This offers is made by Wise-owl.com Pty Ltd (ACN 097 446 369) holding Australian Financial Services Licence number 246670. The discount won’t be valid in conjunction with any other offer. If you are not happy with the service after 12 months, you will be eligible to receive an extension of your membership at no cost. Please go to www.wise-owl.com to view our full terms and conditions. Wise-owl.com (ACN 097 446 369) holding Australian Financial Services Licence number 246670 are the providers of this offer and platform access. Wise-owl.com and Wise-owl are external entities that are not members of the Commonwealth Bank of Australia Group of Companies (the Group) and the content does not represent an endorsement, recommendation, guarantee or advice in regard to any matter. Neither Commonwealth Securities Limited ABN 60 067 254 399, AFSL 238814 nor members of the Group accept any liability for losses or damage arising from any reliance on external companies and their products, services and material. Investors should consult a range of resources, and if necessary, seek professional advice, before making investment decisions in regard to their objectives, financial and taxation situations and needs because these have not been taken into account.

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) and a Participant of the ASX Group & Chi-X Australia. Both entities are incorporated in Australia with limited liability.

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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