Account Holder Onboarding

Section 1 of 6

Your details

Welcome! Please fill out the details below so we can get your account set up. This should only take a few minutes.

Full Legal Name *

Please enter your full legal name exactly as it appears on your ID.

This field is required.

Date of Birth *

Please enter your date of birth.

This field is required.

Residential Address *

Please enter your current residential address including street, suburb, state, and postcode.
e.g. 12 Example Street, Sydney NSW 2000

This field is required.

Contact Number *

Please enter your mobile number including the area code. This is the number we will use to reach you.

This field is required.

Personal Email Address *

Please enter your personal email address that you check regularly.

Please enter a valid email address.

Referred By *

Please enter the full name of the person who referred you to us. If there's none, kindly write "None".

This field is required.

Section 2 of 6

Platform credentials

To get started, we will need your platform account details. We may reach out in the future to ask for credentials for additional platforms.

Which platforms will you provide credentials for? *

Select all that apply.

Please select at least one platform.

Platform Account Details *

Please enter your account details using this format, one per line:
1. Apex - jamiesantos88 - Demo@pass1; 2. Crest - jamiesantos88 - Demo@pass2

If you only have one account, just enter that one. Your details are kept strictly confidential and will only be used to manage your account as outlined in your Agency Agreement.

Please provide the accounts that are currently registered and you are willing to provide. Other accounts may be needed in the future and we will directly request them from you if needed.

This field is required.

Section 4 of 6

Bank transfer

Please provide your bank details in this section so we know where to send your payment.

Bank Name

Please enter the name of your bank or financial institution.

Account Name

Please enter the name on your bank account exactly as it appears.

BSB Number

Please enter your 6-digit BSB number.

Account Number

Please enter your account number.

Section 5 of 6

PayID

Please provide your PayID details in this section so we know where to send your payment.

PayID Type *

Select which type of PayID you'd like to use.

Mobile Number Email Address

Please select a PayID type.

Section 6 of 6

Final step

Please complete the fields below to finish your application.

Agreement Acknowledgement *

Please tick the box below before submitting.

I understand that by submitting this form I will be sent a formal Agency Agreement to review and sign before my account is activated.

You must acknowledge this before submitting.

Questions or Additional Notes

Optional. Feel free to leave any questions, concerns, or additional information here and we will get back to you.

Account Holder
Onboarding

Your details

Platform credentials

Payment preference

Bank transfer

PayID

Final step

Review & sign