Goodbody

Open a Goodbody Online Execution Only Account

1 Get started 2 Personal Details 3 Financial Details 4 Next steps

Open an account with Goodbody

Thank you for choosing Goodbody. Completing your online application will take just a few minutes. Once you submit your application, you will receive:

  • Your SMS onboarding verification PIN
  • An email with details of how to provide your identity documents using our secure electronic identity portal.
  • A separate email with details to review and electronically sign your client agreement.

Application Requirements

  • You must electronically sign your application and electronically verify your identity to open a Goodbody Online account.
  • You must be over 18 years of age.
  • You must be a resident of Ireland or the United Kingdom.
  • The minimum value of your initial investment must be €1,000.
  • For individual accounts, bank details must be in the individual applicant's name. For joint accounts, bank details must be in the name of the joint applicants
    or of either applicant.
  • For joint accounts, both parties must provide separate mobile phone numbers.

IDENTITY VERIFICATION

You will need to provide one proof of photo identity and two proofs of address. These must be provided electronically.

1 X Proof of Identity

Acceptable photo ID are current

  • Passport
  • Irish drivers licence - Plastic card version
  • Irish National identity/passport cards

We are unable to accept the older, paper Irish driving licence and these will be rejected. Only the new, plastic card licence is electronically verified.

For joint accounts, proof of identity is required for each applicant.

2 X Proof of address

One proof of address must be for the bank account details provided on your application form.

Acceptable proofs of address are:

  • Bank statements e.g. bank/building society/credit card statement
  • Utility bills - e.g. electricity/phone/gas/cable television/broadband.
  • Mobile phone bills are not acceptable.

Proof of address documents must be issued within the last six months and they must be from different providers.

For joint accounts, proof of identity is required for each applicant.

Please read the following carefully

Client Assets Key Information Document

This document provides you with key information in relation to how we hold assets on your behalf. The information is required by law, pursuant to the Client Asset Regulations 2015 for Investment Firms (the "Regulations") to help you understand how and where your assets may be held and the resulting risks arising from that along with the procedures in place in order to mitigate those risks. You are advised to read this document so that you are aware of how your assets may be held, the risks resulting from that and whether and when the protections available under the Regulations will apply or not to your assets that are held under our control.

Please note that that you should not send client assets (funds or stock) to us until your account has been opened and your client reference has been provided to you

Please read the Terms and Conditions of Service, Risk Disclosure Document, Information on the Retail Order Execution Policy and Disclosures/Use of Information Notice carefully.

By applying to open a Goodbody Online Execution Only account you agree to be bound by the terms of each of these documents. These documents together with the completed Application Form constitute the agreement between you and Goodbody Stockbrokers in relation to a Goodbody Online Execution Only account.

If you wish to open an account that is not online please contact us to make an appointment to proceed.

To confirm that you have read and understood, accept and consent to the Terms and Conditions of Service, Risk Disclosure Document, Information on the Retail Order Execution Policy and Disclosures/Use of Information Notice please tick the box below.

Account Type

Personal Details

(First Applicant)
* other required
* required
* required
* required
* required
* required
* required
* required
* required

Contact Details

*All fields are mandatory
* required
* one number required * Invalid Number
* one number required * Invalid Number
* required * Invalid Mobile Number
* valid email required

FOREIGN ACCOUNT TAX COMPLIANCE ACT (FATCA) & COMMON REPORTING STANDARD (CRS) DECLARATION

* required
* required
* required
* required

Please complete Form W-9

* required
* required
* required
* required

Income Details

(First Applicant)
* please choose at least one source for regular income

* please indicate what this is comprised of
* other required
* please choose at least one source of wealth
* other required

Initial Investment Amount

* required * required

Minimum value of investment must be €1000. Please include the value of any assets that you will be transferring to or selling through your new Goodbody Account

* please choose at least one source of funds
* other required
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What happens Now?

SMS verification code

An SMS text message containing your onboarding verification PIN code will be sent to you. This code is required to:
  • Access & sign your client agreement
  • Access our secure electronic identity portal

Client agreement

You will receive an email from Docusign on our behalf, with details on how you can securely access your client agreement. Log in with your SMS verification code to review and electronically sign your client agreement. Click here for more details.

Identity verification

You will receive a separate email with details on how you can securely access Goodbody's electronic identity portal. Log in with your SMS verification code. Follow the instructions to provide your identity documents. You will need your photo ID and two PDF proof of address documents on hand. One proof of address must be for the bank account details provided on your application form.

Thank you

Thank you for choosing Goodbody Online. As soon as your client agreement is received and your identity verified, your account will be set up and activation details will be issued to you by post. If you do not receive your activation details within five working days after completing your application, please contact us.

Contact Details

If you have any questions about your application you can contact us at

T: +353 1 641 6044
E: WealthManagementAccountOpening@goodbody.ie

Personal Details

(Joint Applicant)
* other required
* required
* required
* required
* required
* required
* required
* required
* required

Contact Details

* All fields are mandatory.
* required
* one number required * Invalid Number
* one number required * Invalid Number
* required * Invalid Number
* valid email required

FOREIGN ACCOUNT TAX COMPLIANCE ACT (FATCA) & COMMON REPORTING STANDARD (CRS) DECLARATION

* required
* required
* required

You answered 'Yes' to the second question above, please enter your non-Irish country of tax residence and related tax identification number (TIN) in the table below

* required

Please complete Form W-9

* required
* required
* required
* required

Income Details

(Joint Applicant)
* please choose at least one source for regular income
* please indicate what this is comprised of
* other required
* please choose at least one source of wealth
* other required

Initial Investment Amount

* required * required

Minimum value of investment must be €1000. Please include the value of any assets that you will be transferring to or selling through your new Goodbody Account

* please choose at least one source of funds









* other required

Bank Details

To allow us to transfer funds to you electronically, please supply your bank details
* required
* required
* required * Invalid IBAN Format
* required
* required
* required
* required
* required

* The account must be in the name of the applicant(s)

** Your IBAN includes your account number and bank sort code and is an international standard for identifying bank accounts. This is detailed on your bank statement.

Please note that when you click "Submit", Goodbody Stockbrokers will automatically start to create and store an electronic file copy of the information which you input to the application form. This electronic file will be used by Goodbody Stockbrokers to support the opening of your Goodbody Online account. If we do not receive your signed application form within one month from the date that you download the application form we will delete the electronic file which we created for you.

By clicking "Submit" you are consenting to us storing the details on your application form as outlined above.

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You need to confirm you have read the important documents above before proceeding.
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