How do I open an investment with Uniting Financial Services?

You can open an investment with Uniting Financial Services by downloading an application form. Alternatively, you can contact our friendly Service Team on 1300 133 673 and request an application form.

How do I send my new investment application form to Uniting Financial Services?
What is the difference between Current Balance and Available Balance?

Current Balance is the balance of your investment as at the nominated date including any uncleared funds. Available Balance is the balance of your investment available for immediate withdrawal as at the nominated date. All cheques and electronic transfers to or from external funds take three business days to process and clear.

How do I add money to my At Call Investment with Uniting Financial Services?


How do I withdraw money from my At Call Investments?
  • Use a withdrawal slip to request electronic transfer of funds or issuance of a cheque.
  • Via Uniting Online, including BPAY® electronic payment service. Please note that daily limits apply.
  • Via Uniting by Phone. Please note that daily limits apply.
  • By establishing a Periodic Payment Request for regular payments.
  • By establishing a Direct Debit Request from an At Call Investment to pay bills such as credit cards. Please contact the biller directly to arrange this facility.

If you need any assistance, please contact us and we will gladly help.

Can I make a withdrawal from my Fixed Term Investment?

Yes. But given this investment is for a fixed term, rate and amount, an early redemption adjustment may be applied. Please refer to the Product Information Brochure  for more information.

I have forgotten my password for Uniting Online and/or Uniting by Phone. How do I get a new one?

Contact us or simply download an Application for Access to Uniting Online / Uniting by Phone  and complete the applicable sections for reissuance of an access code. The completed form can be mailed, faxed or delivered directly to our office. Upon receipt, a new password will be issued and mailed to your postal address.

Will I be charged any fees?

We do not charge transaction or maintenance fees on any of our products or services. Details of other associated fees are contained in our Fee Schedule.

How can I get regular updates from Uniting Financial Services?

Uniting Financial Services provides investors with market and service updates twice a year through our regular e-newsletter (a sign-up form is in the right column of this page). You can also find regular updates on this website.

How can I protect myself from internet and email scams?

You should be aware that people have become victims of identity theft when they responded to bogus emails and telephone calls.  Please note that no one from Uniting Financial Services will ever contact you by email or telephone to request your Uniting Online or Uniting by Phone Access Code(s). The safety and security of your investment with us is our highest priority.

NEVER provide your investment or login details in response to an email or telephone call you receive from someone purporting to represent Uniting Financial Services.  Should you receive a call from someone purporting to be from Uniting Financial Services requesting your Uniting Online or Uniting by Phone Access Codes, please report it to this office immediately by telephone 1300 133 673 or via email to contactus@unitingfinancial.com.au

Always login directly to Uniting Online


For more information

Phone 1300 133 673

Trading hours are
Monday to Friday 9.00am until 5.00pm AEST Sydney time.

Office hours are
Monday to Friday 9.30am until 4.00pm.