ANZ

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Viewing your shares with ANZ E*TRADE

Now that you have registered with ANZ E*TRADE, you may want to consolidate your share portfolio and track its performance via the E*TRADE website. To view your securities via the E*TRADE website, you need to transfer sponsorship of your securities to E*TRADE Australia.

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Transferring shares to your ANZ E*TRADE Account

Issuer Sponsored Transfer

If you have issuer sponsored securities, you can transfer them to E*TRADE online. Issuer sponsored securities are generally obtained through floats (an Initial Public Offering) or employee share plans and are usually not purchased through a broker. To use this service you will need to know your ANZ E*TRADE User ID and Password, as well as your Shareholder Reference Number (SRN), which is located on your share holding statement.


Broker Sponsored Transfer

If you have shares sponsored by another broker, you can transfer them to E*TRADE by completing a Chess Sponsorship transfer form. Following this transfer, you will receive paperwork from the share registry regarding your dividend preferences. You can elect to have your dividends credited directly to your ANZ E*TRADE Cash Account. Please note that transferring sponsorship of shares may impact upon dividend preferences that you had previously set up (including participation in dividend reinvestment plans) and you should check to ensure that your election is up to date with the share registry.

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You can deposit funds to your ANZ E*TRADE Cash Account via the following methods:

Depositing funds to your ANZ E*TRADE Cash Account

ANZ Internet Banking* Link your ANZ E*TRADE Cash Account to ANZ Internet Banking, by calling 13 33 50. You can then use Internet Banking to transfer funds from a linked account into your ANZ E*TRADE Cash account. Transfers are treated as cleared funds and will occur immediately between linked accounts*.
ANZ Phone Banking* Link your ANZ E*TRADE Cash Account to ANZ Phone Banking, by calling 13 13 14. You can then use ANZ Phone Banking to transfer funds from a linked account into your ANZ E*TRADE Cash account. Transfers are treated as cleared funds and will occur immediately between linked accounts*.
BPAY BPAY Payments can be made via Internet or Phone Banking (by using the E*TRADE biller code: 6437 and the biller reference number. Your biller reference number will be your ANZ E*TRADE BSB and Account Number.
Branch Customers can make a deposit by cheque (not cash) at any ANZ Branch.
Direct Credit Provide creditors with your ANZ E*TRADE BSB and account number in order to receive direct entry payments (such as your salary or share dividends).
Telegraphic Transfer Telegraphic Transfers (local or international) can be credited to an ANZ E*TRADE Cash account.

* Customers must register for Internet or Phone Banking and have their ANZ E*TRADE account linked to their Customer Registration Number (CRN) to use this transfer facility. System outages may occur.

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Withdrawing funds to your ANZ E*TRADE Cash Account

Withdrawals from your ANZ E*TRADE Cash account can only be made through the E*TRADE Australia website.

To make a withdrawal you need to log on to the E*TRADE Australia website, go to the Account Services tab and select Transfer Money & Securities and then select Transfer Money Out.

Funds will be transferred to the nominated bank account you specified in your ANZ E*TRADE application within 24-48 hours.

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Important Notes
The ANZ E*TRADE Online Investing service is provided by ETRADE Australia Securities Ltd (trading as "E*TRADE Australia") ACN 078 174 973 the holder of an Australian Financial Services Licence and a Participant of the Australian Stock Exchange Ltd Group; it is not provided by ANZ. ANZ does not have any liability to you in respect of the activities of the E*TRADE Australia Group. E*TRADE Australia does not have any liability in respect of the activities of ANZ. ANZ receives a proportion of brokerage charged to ANZ E*TRADE customers, within two months of making a trade.

E*TRADE Australia recommends that you read its Terms and Conditions and Financial Services Guide before deciding to acquire or hold this product. You can receive these documents by calling 13 33 50, 8.00am - 7.00pm Monday to Friday (AEST).