How to Create a Subaccount with Brisbane Bullion

Setting up a subaccount on Brisbane Bullion allows you to manage multiple investment accounts under a single main account. This feature is particularly useful for investors who need to manage different portfolios, family members, or corporate accounts separately. Follow this step-by-step guide to create a subaccount on Brisbane Bullion.

Step 1: Register a Basic Account

Before you can create a subaccount, you need to have a basic account registered with Brisbane Bullion. By default, this will be an individual account. Here’s how you can register:

1. Visit the Brisbane Bullion Website: Open your web browser and navigate to the Brisbane Bullion homepage.
2. Click on Sign In: Look for the "Sign In" button at the top right corner of the homepage and click on it.
3. Click on Create My Account: Look for the "Create My Account" button underneath the “Sign Me In” button.
4. Fill in Your Details: Complete the registration form by providing your personal information, such as your name, email address, and password. Ensure all details are accurate.
5. Submit the Form: After filling in the required details, click the "Submit" button to complete the registration process.
6. Verify Your Email: Check your email inbox for a verification email from Brisbane Bullion. Click on the verification link to activate your account.

Step 2: Create a Subaccount

After your account is verified, you can proceed to create a subaccount by following these steps:

1. Log In to Your Account: Ensure you are logged into your verified Brisbane Bullion account.
2. Navigate to MyVault: On the dashboard, look for the "MyVault" section and click on it.
3. Go to Accounts: In the MyVault section, select "Accounts" to view your current account details and options.
4. Add New Account: Click on the "Add New" button to start the process of creating a new subaccount.
5. Select Subaccount Type: You will be presented with different subaccount types. Choose the one that best suits your needs. The options might include individual subaccounts, joint subaccounts, business subaccounts, family trust subaccounts, and self-managed superfund subaccounts.

Step 3: Complete Subaccount Details

Once you have selected the type of subaccount you wish to create, you will need to provide additional information:

1. Fill in the Required Information: Depending on the type of subaccount, you will need to provide specific details. For example, if you are creating a joint subaccount, you will need the details of the co-account holder.
2. Upload Necessary Documents: Similar to the main account, subaccounts may require verification documents. Ensure you have all required documents ready to upload.
3. Submit the Form: After providing all necessary details and documents, submit the form to create your subaccount.

Step 4: Confirmation and Management

Once your subaccount is created, you will receive a confirmation notification. You can manage your subaccounts by navigating to the "Accounts" section in MyVault. Here you can:

• View Subaccount Details: Check the status and details of each subaccount.
• View Transactions: View trading activities, order history, and other transactions specific to each subaccount.
• Update Information: Edit and update the information for each subaccount as needed.

What's Next?

Creating a subaccount on Brisbane Bullion is a straightforward process that provides enhanced flexibility and organisation for your investments. Whether you are managing multiple portfolios, family investments, or corporate assets, subaccounts help you keep everything structured and efficient. If you encounter any issues or have questions during the setup process, Brisbane Bullion’s customer support team is always available to assist you.

Start managing your investments more effectively by setting up your subaccounts on Brisbane Bullion today!

To add a new subaccount, access MyVault here