Contract notes (or trade confirmations) are an electronic record of your buy/sell orders. When an order fills, you’ll receive an email from us at email@example.com with the subject line "Contract Note – account number/account name".
Contract notes contain:
- Account details (account name, address, account number)
- The trade details (trade date, quantity, security, price, fees, settlement date)
They’re sent to all account holders’ registered email address. You can also choose to add a third party email address to receive copies of Contract Notes e.g. your accountant (How do I update my email address? – Opentrader) or to Sharesight (Is Opentrader compatible with Sharesight? – Opentrader). You can also let us know if you need to update your registered email address (How do I update my email address? – Opentrader)
If you can’t find a particular trade confirmation, please check your junk mail. Failing that, you can also find a copy from the Opentrader platform.
How do I find a contract note?
- Log into Opentrader
- Go to the "Portfolio" tab
Click "Contract Notes" under your current positions
- Find the contract note you’re after and click on the PDF icon on the right to download it
If you’re having issues receiving contract notes, you can reach out to the team at firstname.lastname@example.org
If you have any questions or need help, don't hesitate to get in touch 🙋
You can reach us on live chat or over the phone on 1800 OT TEAM (1800 688 326 or +61 2 9055 4400 for overseas). We're available between 9:00 am and 5:00 pm (Sydney time), Monday to Friday. If we're away, just send us a message and we'll get back to you.