8 Simple Steps to Open an LIS Trading Account & Start Your Training

Our trading accounts are opened through our partners at Interactive Brokers. There are many benefits to trading through Lifestyle Investor Services. Follow these simple instructions to begin opening an individual or joint trading account which will start you on your trading education journey.

RESTRICTIONS on LIS accounts: Please note that by US law, US residents can only trade through a US based broker, so LIS are not currently able to provide brokerage for US traders, please Contact Lifestyle Trader US for best option on trading account.

1. Application

Download and fill in our simple application form on your computer. Once complete save to your computer hard drive.
IB accounts are restricted to persons over the age of 21.

LIS ACCOUNT APPLICATION GUIDEPLEASE DOWNLOAD THIS GUIDE TO ACCOMPANY THE FORM YOUR REQUIRE BELOW.
CLICK HERE TO DOWNLOAD AN INDIVIDUAL APPLICATION FORM
CLICK HERE TO DOWNLOAD A JOINT APPLICATION FORM
CLICK HERE TO DOWNLOAD TRUST ACCOUNT APPLICATION FORM (FOR A STANDARD FAMILY OR DISCRETIONARY TRUST OR SMSF ONLY The account will be classed
as a professional Trader by the exchanges)
CLICK HERE TO DOWNLOAD CORPORATE TRUST ACCOUNT APPLICATION FORM (FOR A TRUST WITH A COMPANY AS THE ENTITY The account will be classed as a
professional Trader by the exchanges)
CLICK HERE TO DOWNLOAD COMPANY ACCOUNT APPLICATION FORM (The account will be classed as a professional Trader by the exchanges)
Risk Management Statement
This is a new special account for traders with accounts of roughly $10,000. If you would like to open an LIS trading account with the Australian
based IG Markets,
a CFD provider, that allows you to trade micros (smaller than a mini) on Forex, Indicies and some commodities, with smaller
margins than our master InteractiveBrokers account, please click here.

NOTE: When Applying for your account, please state that your are referred to IG by Lifestyle, as your experience within the Lifestyle training
counts towards your experience as a trader, to allow you to qualify to meet the minimum experience levels required in trading.

IG accounts are available for persons over the age of 18.
New Zealand residents wanting to open an LIS IG Markets account, please use this link
click here
2. Scanning Identification (documents must be scanned)

-Additional information is required for Company and Trust Accounts as outlined on respective application forms and the Application Guide available above

Scan Identification for all parties on the account application. Your identification must include PROOF OF RESIDENTIAL address.

Combinations you can use are:
a. Passport and Drivers license with current residential address
b. Utility Bill (Home phone, Gas, Power, Electricity,Water only) with current residential address and Drivers License or Passport
c. Bank account statement (not credit card) with current residential address and Drivers License or Passport


PLEASE NOTE: All Documents and Identifications are required to be certified by a Justice of the Peace (JP). You can often access at JP at your local Post Office,
Court House or Police Station. Each document has to be certified as being an exact copy of the original, so you will be required to show both the originals and the copy.

NOTE: Please note that resident of Malaysia can not use the C option, as Bank Statements are not eligible for Malaysian residents for legal reasons.

NOTE: US residents are only able to trade through a US based Broker, LIS as a result cannot provide accounts for US residents.

NOTE: There are restrictions imposed on Canadian and Japanese residents for available brokerage providers, please contact us for more details.

NOTE: The scan MUST be legible and detailed to be accepted. More than 300 DPI colour resolution

NOTE: Change of address labels are not accepted and the scans must be of the original documents

3. Emailing
Send your application form to tradingaccounts@lifestyleinvestorservices.com
4. Waiting (this part is hard) two parts:
a. Wait to hear from us via email. You will receive an email from our trading accounts team once your account is applied for, at this time, you need to send your documents to Interactive Brokers for assessment. Send them to newaccounts@interactivebrokers.com
b. Once we get notification from Interactive Brokers that your account is confirmed complete, we will setup your account with the appropriate data feed subscription, create you a simulator account and an access logins to the zone. We will send you an email with all the usernames and passwords that you will need, along with step by step of what to do next.
5. Legal Dislcaimers
Click on the following links to download, read and keep all security information about using your trading account through Interactive Brokers.
These are all provided by Interactive Brokers for your trading account.
CLICK HERE TO VIEW OR DOWNLOAD ALL DISCLAIMERS FOR YOUR ACCOUNT
6. Login, Notify and Fund your Account
Login to your account management. Your account management is your back of house information for your account where you can access your statements, subscribe
to data feeds and also transfer your money etc.
NOTE: You must notify Interactive Brokers that you will be transferring money, before you transfer your money

NOTE: You must fund your account with a minimum of AUD $10,000.00, please be aware that you may need more than this when you initiate your
live trading depending on your strategy.

NOTE: You are unable to access your simulated account until your account is funded

CLICK HERE FOR A VIDEO ON HOW TO NOTIFY AND FUND MY ACCOUNT
CLICK HERE TO LOGIN TO YOUR ACCOUNT MANAGEMENT
CLICK HERE FOR INTERACTIVE BROKERS BANKING INFORMATION AND FUNDING OPTIONS
7. Software Downloads and Booking into the Training
Book into our sessions training which will teach you how to place all of your trades on the Trader Workstation (TWS) platform which you will use to place your trades.

To book into this training please login to the Zone members area and book in via the bookings page.

Download the TWS Trading Platform software to your computer. You can download this software from our resources area once you have

an account, or you can click on the links below to download the software.

TWS WINDOWS DOWNLOAD CLICK HERE
TWS MAC DOWNLOAD CLICK HERE
8. Overview
You should now have an open and funded trading account with a Live and Simulated set of usernames and passwords. Ensure that you check over these instructions
if you have achieved this result yet.
If you would like further assistance please email: tradingaccounts@lifestyleinvestorservices.com