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SMSF, company or trust account sign-up

Funding & Withdrawal

Funding

PayTo

Funding methods

Funding process & timeframes

Funding fees

Funding delays & mistakes

New Payments Platform (NPP)

Transfer

Internal transfer timeframes

Internal transfers process

Withdrawal

Withdrawal process & timeframes

Withdrawal fees

Withdrawal mistakes & delays

Buying Power & Cash Balance

Buying power & cash balance

Investing & Trading

Markets & Rules

General regulatory requirements

CHESS vs custodial model

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Holder identification numbers (HIN)

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Acquiring multiple HINs

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Securityholder reference numbers (SRN)

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Anomalous order threshold (AOT) - price ranges

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CBOE (CXA - formerly Chi-X)

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Over the counter (OTC) stocks

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Circuit breakers & trading halts

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Pattern day trading (PDT)

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Day trade calls

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Regulatory fees

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Market opening hours

Capital Raises

Sophisticated investors

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Capital raises lite

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Placements

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Initial public offerings (IPO)

Orders

Buying & selling shares

Order types

Trade execution

Amending & deleting orders

Order cancellations & rejections

Unfilled orders

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Trade settlement timeframes

Trade fees

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Maximum trade amount

Minimum trade amount

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Fractional shares

National best bid offer (NBBO) - Best Available Price

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Instruments

Edit average buy price

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Delisting of securities

Leveraged and inverse ETFs

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Stocks & ETFs

Corporate Actions & Dividends

Corporate actions explained

Dividend process

Dividend reinvestment plan (DRP) for ASX

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Dividend reinvestment plan (DRIP) on Wall St

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Rights issues

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Share purchase plans (SPP)

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Stock splits

Mergers & acquisitions

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Voting

Extended Hours

Enabling Extended Hours

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Extended Hours reports

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Extended Hours order placements

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Extended Hours trading

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Extended Hours charting

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Portfolio Transfers

Incoming Portfolio Transfers

Stake's participant ID (PID)

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Failed portfolio transfers

Off market transfer (OMT) from a different party/entity process

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Broker to broker transfer (B2B) process

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Incoming portfolio transfer process

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Outgoing Portfolio Transfers

Outgoing portfolio transfer process

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Outgoing portfolio transfer process

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Rewards

Sign-Up Reward

Stake AUS first funding reward

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Stake Wall St first funding reward

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Portfolio Transfer Reward

ASX portfolio transfer reward

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U.S. portfolio transfer reward

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Referral Reward

Referral reward

Products & Features

Stake Black

Enhanced charting features

Chart options

Time intervals

Compare between points

Expanded view

Extended Hours charting

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Recurring deposits

Recurring investments

Stake Super

Setting up your SMSF

Things to consider

ATO Registration Process

Transferring your super

Transferring Your Super

Investing with your SMSF

SMSF Management

Managing your SMSF

Insurance

Employer & Personal Contributions

SMSF Fees

Understanding SMSF Fees

Tax

Understanding SMSF Tax

Documentation & Reporting

SMSF Documentation & Reporting

About Stake Super

Account Management

Settings

Multiple watchlists

Changing details

Customising the Stake platform

Account Closure

Account closure

Documents & Statements

Taxes & Forms

Available report types

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ASX share certificates

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Tax solutions & partners

Activity tracking

Downloading reports

W-8BEN form

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Withholding tax

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Tax paperwork assistance

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Privacy & Security

Account Security

Data protection

Password reset

SMS mobile verification

Two-factor authentication (2FA)

Security from fraud or unauthorised activity

Shares & Funds Security

Security of funds

Share ownership

About Stake

Stake's Mission

Stake's story & mission

Regulatory & Partners

Stake's revenue streams

Stake’s partners

Contact Stake

CBOE (CXA - formerly Chi-X)

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Cboe Australia (CXA) is an alternative securities and derivatives exchange to the Australian Securities Exchange (ASX). It offers a range of investment products on its trading platform that provides access to ASX-listed securities along with Cboe-exclusive ETFs and managed funds.

As our partner broker FinClear is connected to the CXA trading venue, all or part of an order placed on Stake can be executed on Cboe. Generally, the one offering the best price will be where a trade is executed, in accordance with FinClear’s Best Execution Policy.

You can learn more about Cboe Australia here.

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