How to Register a Power of Attorney (POA) on a Client's Account

If you need to register a power of attorney (POA) on a client's Desktop Broker account, follow the steps below. Once we've received and reviewed all required documentation, we'll update the account and notify you accordingly.

What you'll need

Before submitting, ensure you have the following on hand:

1. The original certified copy of the power of attorney document
2. Certified identification for the attorney (the person being granted the POA)

How to submit

1. Post the original certified POA document
   Send the original certified copy of the power of attorney to our postal address. We're unable to accept scanned or uncertified copies of this document.

   Post to:
   Desktop Broker
   GPO BOX 1630 
   Sydney NSW 2001
    

2. Submit certified ID for the attorney
   Certified identification for the attorney can be submitted by email or post. Accepted ID types include a driver's licence or passport. The certification must be completed by an eligible certifier, such as a Justice of the Peace, lawyer, or accountant, and certification date needs to be dated within the last 2 years.
    

   Email: support@desktopbroker.com.au

   Post: 
   Desktop Broker
   GPO Box 1630 
   Sydney NSW 2001
   
   
   Once we've received all required documentation, our team will review and process your request. We'll update the account and notify you of the outcome.

    

   Need help?

   If you have any questions or need assistance completing this process, our team is happy to help.

   1300 726 177  
   Monday to Friday, 8:00 am – 5:30 pm (Sydney time)
    

   Live Chat  ·  Monday to Friday, 8:00 am – 6:30 pm (Sydney time)

   support@desktopbroker.com.au