Caprock Merchant I Accounts

Tailored to your goals 

Designed to support a wide range of tailored strategies that align with your financial objectives, risk tolerance, and investment philosophy.

Unparalleled 
transparency

Real-time insights and complete visibility into portfolio holdings, performance metrics, and strategic decision-making processes.

Operational excellence

 Manage complex portfolios with streamlined processes,  reducing operational burdens and enhancing productivity.

Advanced analytics & reporting

Comprehensive, actionable reporting and analytics tools for informed decisions and proactive portfolio management.

Caprock Accounts

Cash 
Account

Efficiently manage liquidity by depositing cash across multiple currencies in a dedicated transaction account. 

Securities 
Account

Manage domestic and global equities with customised strategies designed for sophisticated trading.

Funds Management Account

Tailored specifically for complex investment structures, this account significantly reduces administrative burdens.

Private Wealth 
Account

Deliver a personalised wealth management experience designed for high-net-worth individuals and families. 

Custody 
Account

Ensure security and  oversight for your assets with detailed reporting, asset protection, and transaction processing.

Trading 
Account

Advanced trading technologies to buy/sell commodities and securities directly through your account on the platform. 

Digital Assets Account

Transact digital assets including cryptocurrencies, tokenised securities, stablecoins, and blockchain-based investments. 

SMSF 
Account

Take control of your superannuation with an SMSF Account designed for flexibility, compliance, and performance. 

Accounts