Setting up your online account

Register to use our online services

Creating an online account is quick and easy — it only takes a few minutes.

Once your account is set up, you will be able to use it to register a new charitable trust board or update details on the register online for an existing one. You will also need confirm your authority before you can update details on the register for an existing trust board.

How to set up your account

To create an online account, you will need a RealMe® login (username and password). You do not need a RealMe verified identity.

If you already have a RealMe login

If you have used RealMe before (for example, to update another Companies Office register or to renew your passport), you can use that RealMe login here.

  1. Select the ‘Set up your online account’ button below.
  2. Log in using your RealMe username and password.
  3. To register your account, you will need to provide:
    • Your email address
      We will use this email address to send you progress updates when you update the register. 
    • Your name
      Please provide your full legal name as it appears on a form of ID (such as your passport or driver licence).
Set up your online account

How to retrieve your username or reset your password

Follow these steps to recover your RealMe login details:

  1. Select the ‘Set up your online account’ button below.
  2. From the RealMe screen choose ‘Forgot Username’ or ‘Forgot Password’.
  3. Choose to receive your details by email or text message.
  4. When answering security questions:
    • the answers are not case sensitive, but
    • they otherwise must exactly match your original answers. 
Set up your online account

If you have not used RealMe before

You will need to create a RealMe login before setting up your Companies Office account.

  1. Select the ‘Set up your online account’ button below.
  2. From the RealMe screen choose ‘Create a RealMe login’ and follow the instructions to set up your username and password.
  3. You will need to choose 3 security questions. Take care when you provide your answers. If you ever forget your username or password, you will need to respond to these questions and your answers must exactly match what you provide now.
  4. Once you have created your RealMe login, register your account by providing:
    • Your email address
      We will use this email address to send you progress updates when you update the register.
    • Your name
      Please provide your full legal name as it appears on a form of ID (such as your passport or driver licence).
Set up your online account

Choose the type of account

When you log in to the register with RealMe for the first time, you will be asked what type of online account you would like to set up.

To set up an individual account

Choose this option if you are an individual acting on behalf of a trust board. This type of account would typically suit a treasurer, secretary or trustee with sole responsibility for filing documents with us.

  1. Select ‘I want to set up an individual account’
  2. Provide your name and contact details.
  3. Agree to the terms and conditions.

To set up an organisation account

Choose this option to set up an online account on behalf of an organisation. This type of account would typically suit a business professional, such as an accountant or lawyer, or an organisation where there are several users who need to update the register for a trust board.

The organisation's general information apply to each user associated with your organisation. So the organisation will be shown as the document presenter on public register filings, along with the organisation name and postal address.

  1. Select ‘I want to set up an organisation account’
  2. Enter your own details — your name and contact details
  3. Create the organisation account 
  4. Enter your organisation’s details — its name and contact details
  5. Agree to the terms and conditions.
Set up your online account

You will be the account administrator

When you set up an organisation account, you become the account administrator. This means you can add or remove other account users and edit their details. You can also appoint another user to be an account administrator.

How to add other users

Read our guide on updating your online account.

To join an existing organisation account

Please contact your account administrator. Once they have added you as user you will receive an invitation email. Follow the instructions in that email to create your account.

Account terms and conditions

When you create an online account, you will be asked to agree to our terms and conditions. These set out your responsibilities and help ensure the information you provide is kept secure. By doing so, you are committing to keeping your information on the register up to date.

Confirm your authority to update the register

Before you can update an existing trust board’s information on the register, you will need to confirm your authority with us.

If you use your account to incorporate a new trust board, you will have your authority confirmed automatically.