Morningstar Investment Management account application
Important
By proceeding, you are confirming that you are a resident of Australia or a New Zealand resident who is a wholesale investor (or that you are acting on behalf of a person who is a resident in one of those jurisdictions).
This application allows you to establish a
new account
with Morningstar Investment Management Australia Limited. Only use this online form if you are a
new investor
to the Morningstar Fund/s you wish to invest in.
For
existing investors
, do not use this online application. To make additional investments in any Morningstar fund please use this
additional investment application form
and quote your existing investor number.
For
Self-Managed Super Funds (SMSF)
select Trust or Superannuation Fund and the relevant Trustee type.
To begin, please select your account type and click the "Next" button.
Account type
Select your account type *
Individual
Joint
Sole Trader
Company
Trust or Superannuation Fund
Trustee type *
Individual Trustee(s)
Corporate Trustee
Submit your application *
Online
Print, sign and post
Next
Cancel