How to Download CHESS Holding Statements and Notifications
If you are an investor who holds securities on the Australian Securities Exchange (ASX), you may be familiar with CHESS holding statements and notifications. These are documents that ASX sends to you via mail to confirm your holdings and personal details on the CHESS system. CHESS stands for Clearing House Electronic Subregister System, and it is the system that ASX uses to keep track of investors' holdings and details.
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However, did you know that you can also receive these statements and notifications electronically? ASX has launched the ASX CHESS Statements Portal, which allows you to access your CHESS communications online, anytime and anywhere. This means you can save time, money and paper by opting for electronic delivery of your CHESS communications.
In this article, we will explain what CHESS holding statements and notifications are, why you should opt for electronic delivery of them, how to access the ASX CHESS Statements Portal, and what are the benefits of doing so. We will also answer some frequently asked questions (FAQs) about the portal.
What are CHESS Holding Statements and Notifications?
CHESS holding statements are documents that ASX sends to you at the end of the month if there has been a change to a security you hold. For example, if you have bought or sold securities, received dividends or participated in corporate actions. A CHESS holding statement shows your current holdings, transactions and balances for each security you hold on CHESS.
CHESS notifications are documents that ASX sends to you shortly after you inform your broker of changes to your details, such as name, address, email or bank account. A CHESS notification confirms that your details have been updated on CHESS.
Both CHESS holding statements and notifications are important documents that you should keep for your records. They can help you verify your holdings and details, track your transactions and balances, and prepare your tax returns.
Why You Should Opt for Electronic Delivery of CHESS Communications
Currently, if you have not opted in for electronic delivery of CHESS communications, you will receive them by mail. This means you will have to wait for them to arrive, store them physically, and deal with paper clutter. Moreover, paper statements and notifications can be lost, damaged or stolen in transit or at home.
By opting for electronic delivery of CHESS communications, you can avoid these hassles and enjoy many advantages. You can access your statements and notifications online through the ASX CHESS Statements Portal, which is a secure and convenient platform that lets you view and download your documents anytime and anywhere. You can also receive email alerts when new documents are available in the portal.
To opt for electronic delivery of CHESS communications, you need to contact your broker and ask them to register you for the portal. Your broker will need your email address and mobile number to do so. Once you are registered, you will receive an email from ASX with a link to activate your account. You will then be able to log in to the portal using your username and password.
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How to Access the ASX CHESS Statements Portal
The ASX CHESS Statements Portal is easy to use and navigate. Here are the steps to access it:
Step 1: Contact Your Broker
The first step is to contact your broker and ask them to register you for the portal. Your broker will need your email address and mobile number to do so. You can find out if your down menu next to your name. You can view and download your statements and notifications for each HIN separately.
How to Change Your Preferences and Details in the Portal
You can change your preferences and details in the portal by clicking on the settings icon in the top right corner. You can edit your email address, mobile number, password, and email alert preferences. You can also opt out of electronic delivery of CHESS communications and revert to paper delivery by clicking on the "Opt out" button. However, we strongly recommend that you stay with electronic delivery for the reasons we will explain in the next section.
If you need to change your name, address, bank account, or other details that are recorded on CHESS, you will need to contact your broker and ask them to update your details on CHESS. You will then receive a CHESS notification confirming the changes in the portal.
Benefits of Electronic Delivery of CHESS Communications
By opting for electronic delivery of CHESS communications, you can enjoy many benefits that paper delivery cannot offer. Here are some of them:
Fast, Reliable and Secure
Electronic delivery of CHESS communications is faster, more reliable and more secure than paper delivery. You can access your statements and notifications online as soon as they are available, without waiting for them to arrive by mail. You can also avoid the risk of losing, damaging or misplacing your documents in transit or at home. Moreover, you can protect your documents from unauthorized access by using a strong password and logging out of the portal when you are done.
Good for You, Good for the Planet
Electronic delivery of CHESS communications is also good for you and good for the planet. You can save time, money and space by accessing your documents online instead of storing them physically. You can also reduce paper waste and carbon emissions by opting out of paper delivery. By doing so, you can help ASX achieve its sustainability goals and contribute to a greener future.
Better Value for Everyone
Finally, electronic delivery of CHESS communications is better value for everyone involved. You can benefit from a more convenient and efficient service that meets your needs and expectations. ASX can benefit from lower costs and higher customer satisfaction. And the brokers can benefit from less administration and more opportunities to engage with their clients.
Conclusion
In conclusion, electronic delivery of CHESS communications is a smart choice for investors who hold securities on ASX. It allows you to access your CHESS holding statements and notifications online through the ASX CHESS Statements Portal, which is a secure and convenient platform that lets you view and download your documents anytime and anywhere. You can also receive email alerts when new documents are available in the portal.
To opt for electronic delivery of CHESS communications, you need to contact your broker and ask them to register you for the portal. Your broker will need your email address and mobile number to do so. Once you are registered, you will receive an email from ASX with a link to activate your account. You will then be able to log in to the portal using your username and password.
By opting for electronic delivery of CHESS communications, you can enjoy many benefits that paper delivery cannot offer. You can access your statements and notifications faster, more reliably and more securely. You can also save time, money and paper by opting out of paper delivery. And you can get better value for yourself, ASX and your broker.
If you have any questions about the portal or electronic delivery of CHESS communications, please refer to the FAQs below or contact ASX or your broker for more information.
FAQs
Here are some frequently asked questions (FAQs) about the ASX CHESS Statements Portal and electronic delivery of CHESS communications:
Q: What is the difference between a HIN and a SRN?
A: A HIN (holder identification number) is a unique number that identifies you as a holder of securities on CHESS. A SRN (securityholder reference number) is a unique number that identifies you as a holder of securities on issuer-sponsored subregisters. If you have a HIN, you can access the ASX CHESS Statements Portal and opt for electronic delivery of CHESS communications. If you have a SRN, you cannot access the portal or opt for electronic delivery of CHESS communications.
Q: How do I know if I have a HIN or a SRN?
A: You can check if you have a HIN or a SRN by looking at your holding statement or notification. If it has a HIN starting with an X followed by 10 digits, then you have a HIN. If it has a SRN starting with an I followed by 10 digits, then you have a SRN. You can also contact your broker or issuer to confirm your HIN or SRN.
Q: How do I change from a SRN to a HIN?
A: If you have a SRN and you want to change to a HIN, you need to contact your broker and ask them to transfer your securities from the issuer-sponsored subregister to the CHESS subregister. This process is called "converting" or "sponsoring". Once you have a HIN, you can access the ASX CHESS Statements Portal and opt for electronic delivery of CHESS communications.
Q: How do I change from a HIN to a SRN?
A: If you have a HIN and you want to change to a SRN, you need to contact your broker and ask them to transfer your securities from the CHESS subregister to the issuer-sponsored subregister. This process is called "de-converting" or "unsponsoring". Once you have a SRN, you cannot access the ASX CHESS Statements Portal or opt for electronic delivery of CHESS communications.
Q: How do I contact ASX or my broker for more information?
A: You can contact ASX by phone on 131 279 or by email at statements@asx.com.au. You can also visit the [ASX CHESS Statements Portal website] for more information and resources. You can contact your broker by using their contact details on their website or on your holding statement or notification. 44f88ac181