Electronic delivery of CHESS holding statements and notifications

Now it is easier to stay on top of your holdings with ASX’s CHESS Statements Portal

CHESS holding statements and notifications

CHESS (Clearing House Electronic Subregister System) is the system that ASX uses to keep track of investors’ holdings and personal details.

ASX produces a CHESS holding statement at the end of the month if there has been a change to a security they hold - one for each security (for example if the investor has bought or sold securities).

CHESS notifications are also generated shortly after investors inform their broker of changes to their details, such as name or address.

Investors may access their CHESS holding statements and notifications electronically via the ASX CHESS Statements Portal, or alternatively, receive these documents by mail.

Quick links

Getting access to electronic CHESS holding statements and notifications

Follow the process below to understand how to opt in to access your CHESS holding statements and notifications electronically.

1. Opt-in through your broker

Provide your email address to your broker, together with your preference to receive eletronic communications from ASX.

2. Confirmation of opt-in

CHESS will send you the following notifications confirming your change in communication preference:

An email notification* to your registered email address
A printed notification to your registered postal address

3. Portal registration email

When your next CHESS holding statement or notification is available, you will receive an email with a link to activate your ASX CHESS Statements portal account.

4. Set up portal account

Click the ‘Activate’ button to create your username and password.
A validation code will be sent to your registered email address.
Login and enter your password and validation code to complete the registration of your account.

For added security, you can setup your account with multi-factor authentication (MFA).

* Holders will continue to receive an email notification alert when CHESS holding statements or notifications are available for access through the ASX CHESS Statements Portal.

Resources

How to opt into electronic CHESS holding statements and notifications

A guide on how to opt into electronic CHESS holding statements and notifications - the first step to setting up an ASX CHESS Statements Portal account.

PDF - 52KB

ASX CHESS Statements Portal user guide

A guide on how to setup your ASX CHESS Statements Portal account and access your CHESS holding statements and notifications.

PDF - 7MB

The benefits of electronic communications

The shift away from paper-based communications will make it easy for you to stay on top of your holdings and benefit the environment by reducing waste

Fast, reliable and secure

Electronic statements will provide you with a fast, reliable and secure confirmation of changes to your CHESS holding details.

Good for you, good for the planet

Electronic statements mean you can cut down on paperwork, and help the entire industry reduce its carbon footprint.

Single point of access

Electronic statements can be accessed through the ASX CHESS Statements Portal, a single point of access that offers you the ability to search and retrieve your historical statements or notifications whenever you need it.

Better value for everyone

Electronic statements are more efficient to produce and store, providing more value for brokers and their clients.

Security and fraud

To assist users of ASX websites and applications (including the ASX CHESS Statements Portal) in protecting their data, we have provided some information on how to identify whether an 'ASX-branded' website, mobile application or internet application is in fact an official ASX website or application, which is available on ASX security and fraud.

The official website for the ASX CHESS Statements Portal is https://statements.asx.com.au.

All email communications relating to the ASX CHESS Statements Portal, as well as CHESS statements and notifications will be sent from the email address notifications@statements.asx.com.au only.

Please report any suspicious emails to hoax@asx.com.au.

Electronic delivery of CHESS holding statements and notifications

CHESS holding statements and notifications

Quick links

Getting access to electronic CHESS holding statements and notifications

1. Opt-in through your broker

2. Confirmation of opt-in

3. Portal registration email

4. Set up portal account

Resources

How to opt into electronic CHESS holding statements and notifications

ASX CHESS Statements Portal user guide

The benefits of electronic communications

Security and fraud

Frequently asked questions (FAQs)

Who do I contact if I have technical issues with the ASX CHESS Statements Portal?

How can I opt in to receive notifications via the ASX CHESS Statements Portal?

How do I find out if my broker supports electronic CHESS holding statements and notifications?

How will I be able to manage multiple HINs?

Can I still choose to receive paper statements?

Can I receive paper statements and have access to the ASX CHESS Statements Portal?

Where can I find information about how to use the ASX CHESS Statements Portal

Can I use my ASX Investor portal login to access electronic CHESS statements?

Am I required to have one email address for each Electronic CHESS Holding Statement and Notification?

How much history will I be able to see in the CHESS Statements Portal?