How do I setup a Global Currency Account with OFX?

Creating an account can be done in 3 simple steps:

1. Register: click ‘Register’ in the top right corner and fill in your details. There are no setup fees or monthly account fees.
2. We’ll call you: After you have registered for an account, we will call you to complete the registration. We will ask you some basic questions including which currencies you want your local account to accept.
3. Verification & Global Currency Account Opening: To verify your account, we will request some documentation. During the call, we will tell you which documents we require and direct you to our Secure Site to send them directly to the relevant team.

Please note, OFX accounts are normally approved within 4 business days. Following this, your local currency account details should be delivered within 2 business days.