Now that your account is established, the final step is to complete the quick connection authorisation form, below, using the new account details emailed to you by your broker. To reset them, you will need to contact your broker directly.
Once completed you should then be connected within the day, though usually within an hour or so.
The key purposes of this page:
1) To provide an outline of IU’s fees for the provision of the MSP service
2) For you to authorise your account connection, by completing the below online form
This is the final step in the process. You’ll receive an email confirmation, once completely set up, and your account will be receiving orders from then onwards.
For clarification on any points, chat is available in the lower corner.
There are two fee-structure choices. Clients choose a single structure only. Option 1 (brokerage only) is the preferred/default.
Option 1: Pay for your trades only. A mark-up is applied to the broker’s standard costs:
For Shares CFDs: 0.15% of the trade value (no minimum fee)
▸ Example: A trade on Google, to the value of $10,000 AUD, would incur a total brokerage cost of $30 AUD ($15 entry + $15 exit)
For non-Shares CFDs: 13 points, in the underlying currency equivalent (no minimum fee)
▸ Example: A trade on AUDUSD, to the value of $10,000 AUD, would incur a total commission cost of $1.30 AUD ($0.65 entry + $0.65 exit)
This model (Option 1) requires an account with a broker that IU is partnered with.
Option 2: Pay a quarterly subscription only. Pay your broker’s standard costs only.
The subscription cost is based upon the size of your account.
For this option, a subscription will need to be purchased. Please note that this model is slightly more expensive than Option 1, though offers the benefits of capped fees, and wider choice of brokers.
Any compatible broker can be used, as long as they offer a MT4/5, cTrader, or Trading Station platform.
ACCOUNT-CONNECTION AUTHORISATION FORM:
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.
