Sign in to Cuspy and then click on 'Claim investor account'.
Fill in the form with your investor account information and click 'Claim investor account'.
You can find the organisation name and HIN/SRN from your Holding Statement.
How Name Verification Works
Individuals
Last name is required
If our records show a last name (e.g. Smith), include the last name exactly as recorded.
Include at least one given name
If first or middle names are on file (e.g. John), include at least one first name or middle name in full (no abbreviations).
Example
Recorded: John Doe Smith
Valid: John Smith, Doe Smith (the last name “Smith” + at least one full given name)
Invalid: John Doe (last name “Smith” is missing)
Joint Accounts
Only one name needs to match
For joint accounts with two or more holders, you only need to match one holder’s name exactly.
Follow the above rules for individuals
The chosen holder’s name must include the correct last name and at least one given name in full.
Example
Recorded: John Doe Smith, Jane Roe, and Paul Allen
Valid
John Smith
Jane Roe
Paul Allen
Invalid: John Doe (missing “Smith”)
Organisations
Use the full registered name
Enter the full business name exactly as it appears on the account.
Example
Recorded: Cuspy Pty Ltd
Valid: CUSPY, cuspy Pty, CUSPY Pty Ltd
Invalid: Cuspy Pty Limited
Once you have entered all your details, your investor account will appear as below.
Click 'View details' to see transactions, communication preferences, payment details, and documents for your investor account. Read more about investor account details here.
If you are having any difficulties, please contact us and we will help you out.