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Account establishment

Setting up your account

Key summary points:

  • The MSP service, provided by IU, requires a suitable broker account
  • IU’s preferred broker is Fusion Markets
  • Funding is secured through Westpac Bank Australia (Westpac account not required)
  • Once your Fusion account is established, it can then be connected to the MSP service; via a short online authorisation form

Relevant steps and links are below.

Note for smsf clients: SMSF applications use a separate form — after completing Step 1, please use the form linked via the button below (or this link)

1. From the Fusion Markets site (links below), click the CREATE AN ACCOUNT button, as shown in the below screenshot of the Fusion site:

2. Follow the steps from there, for LIVE account creation; beginning by clicking the NEW ACCOUNT button, and selecting account-parameters as below (default parameters pictured):

3. Once your live Fusion account is funded and activated (meaning you’ve received your confirmation and logins from Fusion), simply complete the
account-connection authorisation form, here.

We will then email your final setup confirmation to .
At this point the setup is complete.

This website is owned and operated by Investor Unity Pty Ltd (ABN: 90 160 624 331). Any advice included in this website or correspondence is general advice only and is based solely on consideration of the investment or trading merits of the financial products alone, without taking into account the investment objectives, financial situation or particular needs (i.e. financial circumstances) of any particular person. In addition to its internal services, Investor Unity is compensated by brokers and other third parties by way of referral/affiliate and/or general partnership arrangements, via its websites and other communications.

Investor Unity is genuinely interested in your long-term trading & investment success. We advise you to take all necessary steps to ensure you have a good understanding of the products & services you’re considering investing in – particularly if they involve leverage. While Investor Unity takes every care to ensure that we only deal with the highest quality services, from throughout the industry, past performance is not a guarantee of future performance. Before making an investment or trading decision based on the general advice, the recipient should carefully consider the appropriateness of the advice in light their financial circumstances and should carefully review the PDS of the relevant financial product as provided by your investment broker. Past results are not a guarantee of future performance. Please contact us, to discuss any questions or concerns you may have- we are here to help.


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