NZ Numbers
CSN
(9 characters long, begins with #3)
CSN stands for Common Shareholder Number. If you don't supply an existing CSN when you open your Invest Direct account, we will request a new one for you. You can find your CSN under My Preferences when you login to Invest Direct.
FIN
(4 digits)
Is effectively a pin code for your shares. Make sure to never share this with anyone and keep it in a safe place. If you have lost your number, you will need to reach out to the share registry directly to request a new one. Note that they will send your new one via physical mail - you will not be able to trade until you receive this.
Holder number
(9 characters long, begins with R or N)
These are unique to a single stock holding and cannot be traded on, unless you want to sell the full balance. If you want to sell off a holder number, please book a call. Alternatively we can organise these holdings to be merged into your CSN - please book a call and make sure you have the holder number and FIN ready.
Australian numbers
SRN
(11 characters long, begins with the letter I)
SRN stands for Securityholder Reference Number. You can be issued holdings on SRNs (instead of a CHESS account below) to identify 'issuer sponsored' shareholdings. You will have a separate SRN for each company you own (and sometimes you will receive a new one for every transaction).
HIN
(11 characters long, begins with the letter X)
HIN stands for Holder Identification Number. This number corresponds to your CHESS account (Clearing House Electronic Subregister System) with a broker that consolidates all your ASX holdings. If you have an existing CHESS account with another broker, you will need to open a new CHESS account and transfer the holdings across to trade these with Invest Direct. If you update your address details on your Invest Direct account, we will apply the same details to your CHESS account, so you don't need to update these at the share registry. However you will manage your dividends and corporate actions directly with the relevant share registry using your HIN.
💡Note: If you would like to open a CHESS account read how to here: How do I invest in Australian Shares