Frequently Asked Questions

Below are some of our most frequently asked questions

Account Support

Personal Account
  • Certified ID – for more information about acceptable ID please click here.
Self Managed Super Fund (SMSF) SMSF Account
  • Certified Copy of the Trust Deed
  • Certified ID for the Trustees
  • Company Extract if Corporate Trustee
Company Account
  • Company Extract
  • ID for Directors/Majority Shareholders

If all documents are provided correctly, the account can be set up and ready for trade within 2-3 business days. Please note that this does not factor the setting up of a Macquarie Cash Management Account if applicable.

To transfer shares over to your Sequoia Direct Account you will need to firstly determine were the shares are being held. If from another broker, your details must exactly match the details, you have with us to allow the transfer. This can be done with Broker to Broker Form. If  the stock is issuer sponsored or details are different, you will have to do an off-market transferIf you have more questions regarding this, please call us on 1300 363 766.

You will need to fill in the relevant form below, please fill out and sign in ink (please note Sequoia Direct does not accept electronic signatures). Forms can be returned via scan or post to the address on the forms below:

We encourage all traders to set up a Macquarie Cash Management Account (CMA) which can be live linked to your trading account.

Trades are settled two business days after the trade date. E.g. If you trade on Monday, you will receive the stock/cash on Wednesday.


There are two options when it comes to placing trades. We can provide you with access to our online trading platform so that you can trade on your own, the alternative option is that placing trades through our trading desk team (1300 363 766). Please note that phone rates apply, see FSG for details.

Tailor Made Combinations (TMC) or Multi-leg Trades can only be done over the phone.

Trades are settled two business days after the trade date.

Sequoia Direct offers access to level 1 derivatives trading and does not support level 2 (naked) derivatives trading.

Yes, Sequoia Direct has the ability to settle trades through a variety of Margin Lending facilities. If you wish to clarify the compatibility of your Margin Lending account, please contact the trading desk at

Comprehensive Help guides are available within your trading software. Please also feel free to get in touch on 1300 363 766.

If your access isn’t working, please call the help desk on 1300 363 766.

You may have a number of accounts with Sequoia Direct Pty Ltd in which case your login account number is most likely to be your main trading account number. If you can’t remember your password or your account number contact the help desk on 1300 363 766.

Sequoia Direct Analyser

The Sequoia Direct Analyser can be accessed via any devices as long as you have internet access. It’s easy as opening your web browser and going to CLIENT LOGIN or you can simply download the mobile App. It’s free for all Sequoia Direct Clients.

No problem, there are two ways you can do it.

1. Below the login screen there is an option to reset your password. Once you request the password reset it will email you a link to reset your password.

2. If you don’t know your username or password, just call our friendly support team on 1300 363 766.

Analyser and Online

  • Supported Browsers: Chrome, Safari, Firefox, Edge
  • Internet Connection: Any internet connection

Mobile App

  • Supported Operating Systems: Android and iOS
  • Tablets and IPADs: Anything built in the last 3 years

It’s free for all Sequoia Direct Clients, please click below to download the App.

Yes, our platform supports the Apple Mac platform as well as computers running Microsoft Windows such as the web browser Safari, Chrome and Firefox installed on your computer with an internet connection.

You can construct as many watch lists as you like, and the system comes with a range of pre-filled system watchlists as well.

Sequoia Direct Online Questions

Sequoia Direct Online will give you a live snapshot of ASX market data, including equities and exchange traded options. While Sequoia Direct Online is an entry-level trading tool, it offers the essential data you need for checking a share price and placing your trade.

Sequoia Direct Online doesn’t install or download files onto your computer, which means you can log in from anywhere there’s an internet connection, a browser and a recent version of Java.

Sequoia Direct Online is absolutely free to Sequoia Direct Clients!