Setting up your trust account on Digital Surge is a simple process designed to get you trading fast.
What You Will Need
Before beginning verification, make sure you have the following details and documents ready:
Name of the trust and its registered address
Full Trust Deed, typically around 60 pages and showing all trustees and beneficiaries
Trustee information, including:
Valid photo ID such as a passport or driver’s licence
Selfie holding a handwritten note that says Digital Surge and today’s date
ASIC Company Extract if you have a corporate trustee
Step 1: Create Your Account
Go to the Sign-Up page.
Enter your email address and password.
Select Create Your Account.
Step 2: Confirm Your Email
Navigate to your Dashboard.
Select the verification link sent to your email to confirm your email address.
Step 3: Select Account Type
On your dashboard, choose the account type you would like to create.
Select Trust as your account type.
You will then be prompted to verify your mobile number.
Step 4: Enter Trust Details
Enter the name of your trust and the registered address.
Step 5: Upload Trust Deed
Upload the full Trust Deed.
The deed must clearly show all trustees and beneficiaries.
Step 6: Informed Consent
You will see an informed consent message explaining that Digital Surge will check your details with official records to confirm your identity.
After reviewing the message, tick the box to provide your consent then select Next to continue.
Step 7: Verify Trustees
For Individual Trustees
Enter each trustee’s name exactly as it appears in the Trust Deed.
For Corporate Trustees
Enter the business name and ABN or ACN of the corporate trustee.
Upload the ASIC Company Extract for the corporate trustee.
Tip: If you do not have an ASIC extract, you can purchase one for $10 on the ASIC website by searching your ABN or ACN under Organisation and Business Names. The extract will be emailed to you as a PDF.
Step 8: Upload Required Documents
For each trustee and beneficiary, upload the following:
Valid ID
Accepted forms include a passport or driver’s licence.
Selfie with Handwritten Note
The handwritten note must include:
Digital Surge
Today’s date
Current Residential Address
Step 9: Add Additional Members
Add any remaining members or beneficiaries of the trust as required.
Once all trustees and members have been added, select Finish to complete verification.
Step 10: Submission Confirmation
A confirmation message will appear to indicate that your application has been submitted.
Trust account verification is usually completed within 24 hours.
What Happens Next?
You will receive a confirmation email once your account is verified.
After verification, you will be able to trade, deposit and withdraw.
Trust accounts also have access to full transaction history and downloadable statements for compliance and reporting purposes.
Need more help?
If you have any questions, please don’t hesitate to contact our support team.