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Setting Up


How to get started with Fresh Equities

Setting Up

Last updated 3 years ago

How to get started with Fresh Equities

A guide to getting set up and ready to bid with Fresh.


Once you have completed your account set up you will be able to view term sheets and bid into any deal on Fresh! 

We do not have a brokerage relationship with investors which means we don’t charge our investors any fees. What this also means is that you can sign up with one account and use all of your existing brokerage accounts - full service or online - to settle offers accessed through Fresh.

Click here to learn a little more about what Fresh is and how we are different to your typical broker relationships.

Click here to skip the instructions and go straight to creating your account!

How to...

Step 1 : Personal Information

We will ask some typical personal information that includes basic details to help us personalise your experience with Fresh Equities:

  • Name

  • Email address 

  • Contact number

Step 2: Investor Status Check

To view term sheets and bid through Fresh you will need to verify your investor status. The offers we participate in are made without a disclosure document and are regulated by section 708 of the Corporations Act. According to these rules, we are only able to deal with Wholesale investors. 

Check out if you qualify as a sophisticated/professional investor here.

Step 3: Identity Verification

As part of ASIC’s requirements to process bids and share information with you, we digitally verify your identity. This only takes a few minutes and requires a driver's license or passport.

Step 4: Bidding Entity Set-up

Bidding Entities are the CHESS registration details attached to your brokerage account. Fresh requires at least one Bidding Entity per investor so that allocations can go to the right place - into your account! This will be re-confirmed with you before you receive your first allocation.

You can set up however many Bidding Entities you like so that you can settle multiple offers to multiple accounts.

We will need the following information for set-up:

Please note: bidding entities can be updated any time via the Profile section

If you need help setting up an entity, contact our clients team at any time on (03) 9661 0441 or

Step 5: Start Bidding!

After you have created your account you will be able to view and bid into all the deals that Fresh gets access to! 

Click here to check out what’s live on Fresh at the moment.

Click here to learn how to bid with Fresh.

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