Step by Step guide to setting up your Macrovue account as a Joint account.
Part A - Setting up application login details
Step 1: Go to https://app.macrovue.com.au/signup
Step 2: Fill out the fields it requires. Note: for your password it needs to be a minimum of 8 characters, one capital and one number.
Step 3: Click ‘Join Macrovue’. An email will be sent to you title "Trading Application Approval required". Click on "Finalise Trading Account application".
Step 4: You will be prompted to login using the username and password provided. Please re-set your password and log out.
Step 5: Login to your Macrovue account with your username and new password.
Step 6: Click on ‘Apply Now’ to navigate to Trading Application. You can also click ‘Complete a trading application’.
Part B - Setting up a Joint Account
1. Select Joint Account2. Select the number of applicants on your joint account (e.g. 2, 3, etc.)
3. Scroll down to applicant details.
4. Fill out your personal details including residential address.
a. Residential address should be on ID documents and cannot be PO
5. When you reach the Country of Citizenship/Birth section remember to click the country which will appear in the drop-down menu like this:
6. In order to meet regulatory requirements, you will need to nominate:
a. your industry (e.g. retired; retail),
b. primary source of Funds (e.g. employment income; investment
income if retired)
c. Primary source of Wealth
This is required by law.
7. Nominate your tax status and provide tax file number.
8. Repeat steps 4-7 for each applicant
9. Accept the acknowledgements at the end of the page and sign with your name as a digital signature. Given that Macrovue is an international investing platform and will be used to access US markets through Interactive Brokers they must confirm that you are not a US resident or
taxpayer, or a resident of a country currently sanctioned by the US (e.g. North Korea).
10. Repeat step 9 for any other applicants.
11. Once you reach the identity verification page you can begin the process by clicking the green button marked ‘Start Verification’.
a. If automatic verification is successful it will change to ‘verified’.
b. If not, it may ask you for additional documents that it deems to be required (e.g. electoral roll details, utility bill, driver’s license details).
12. Complete identity verification (steps 14) for any additional applicants.
13. Once the original button says ‘verified’ you can submit your application for
approval by clicking ‘submit application’.