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Commsec additional authority form 2026
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- Click ‘Get Form’ to open the commsec additional authority form in the editor.
- Begin by filling in your registered name on the CommSec trading account. Ensure that this matches the name associated with your account.
- In the Personal Details section, provide your title, given names, surname, and date of birth. This information is crucial for identification purposes.
- Specify the account number(s) you wish to authorize access to. If you do not list an account number, no updates will be made.
- Select the access level for the additional authority: 'View Only' or 'View and Transact'. This determines what actions they can perform on your behalf.
- Complete the identification section by providing a certified copy of an acceptable identification document if you do not have a Client ID.
- All account holders must sign at the end of the form, acknowledging their responsibility for actions taken by the additional authority.
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