Multi Currency Facility

• Navigate to Products in the main navigation.
• Click on the International Trading account Multi Currency Facility Settlement Service (MCFSS) tile.
• Follow the prompts, accept the terms and conditions and submit your application.

To be eligible to transact on international markets you will need to meet the following eligibility criteria:

• All account holders and associated parties including trustees, beneficiaries, directors and controlling persons must be Australian residents for tax purposes and cannot be a resident for tax purposes of any other country.
• All account holders must reside in Australia with both residential and mailing addresses for all accounts being in Australia. 
• All individual and joint applicants must provide their current Australian Passport or Australian Driver's Licence. To do this go to Settings > Service notifications and actions. Click on the Outstanding actions tab and complete the outstanding action.  
• Company, organisations and trusts must be registered in Australia and lodge a US Withholding Tax Treaty Statement. This form must be completed by the primary account holder.  Once  completed return this form to us via email to international@nabtrade.com.au .
• All account holders must provide their Tax File Number  (TFN)  or exemption code along with ABNs (if applicable). You can check this by going to Settings > Profile > Citizenship and tax residency. If your TFN is not held, please enter it online by clicking Edit.

For security and privacy purposes, please do not email us your TFN.

Before we can activate your international account, we need to verify some information from you to meet our global tax obligations.

Individual and Joint accounts 

To activate your international trading  account, you will need to provide:

• A copy of your Australian Passport or Driver's Licence . To do this go to Settings > Service notifications and actions. Click on the Outstanding actions tab and complete the outstanding action. 
• Tax File Number (TFN). Ensure your TFN is held by nabtrade for you and any other account holders. You can check this by going to Settings > Profile > Citizenship and tax residency. If your TFN is not held, please enter it online by clicking Edit.

For security and privacy purposes, please do not email us your TFN. 

Company, Organisation, SMSF and Trust accounts 

To activate international share trading, please provide:

• The TFN or ABN (if applicable) for the account 
• The completed US Withholding Tax Treaty Statement. This form must be completed by the primary account holder. You can find this form, and other important information, on our Global Tax Information page or via your outstanding actions.

The form and details can be emailed back to international@nabtrade.com.au.

Navigate to Portfolio > Statements & Reports and you will be able to access the following reports:

• Portfolio Holdings Report
• Total Wealth Snapshot
• Transactions Report

These are existing reports and will reflect your MCFSS holdings and transactions.

• You will not be able to make any foreign currency transactions Monday-Friday 6:00-9:30am AEST/AEDT. 
• You will not be able to make any foreign currency transactions on weekends.
• You will not be able to receive a quote during foreign currency holidays.
• This is only applicable to foreign currency transactions. 

• Funds in your multi-currency facility cannot be transferred to or from external currency accounts, electronically or physically.
• It is not a foreign currency everyday transaction bank account.
• It is not a foreign currency trading platform.

Yes, you can transfer your international holdings from your current account into your new multi-currency facility by completing the International Securities Transfer Request form.

Important: Transfers must be for the entire quantity of each security you hold. Partial transfers aren’t are not allowed — for example, if you own 50 GOOGLE shares, you must transfer all 50 to your multi-currency facility account (not just 25).

To be eligible for the transfer, you must:

• Have an active international trading account that settles on an Australian Dollar (AUD) basis, and a multi-currency facility enabled international trading account under the same legal entity on the nabtrade platform.
• Ensure there are no outstanding orders, unsettled trades or inflight corporate actions on your existing AUD-funded international account.
• Have all required account holders sign the form. For joint accounts, both holders must sign. For companies, either two directors or one director and the company secretary must sign, as per signing authority.

Access the transfer form to get started