SelfWealth Help Centre home page
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  • Mobile App

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  • Getting Started

    • Am I an Australian Resident for tax purposes?

    • How can I certifiy my online bank statements?

    • How do I earn free trades?

    • How do I open a SelfWealth trading account?

    • How do I resume my SelfWealth trading application?

    • What documents do I need to verify my identity?

    • How do I transfer cash out of my SelfWealth account?

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  • Trading

    • What is the minimum trade value I can buy?

    • What is the difference between an 'at market' or 'at limit' order?

    • What are the ASX / market trading hours?

    • What is a stop-loss order and how do I enable the feature in my account?

    • Can I place orders outside of ASX trading hours?

    • I need financial advice.

    • Average Cost: What it is and How to Update it

    • What are the coloured dots next to shares in the trading platform?

    • What is a SafetyRating?

    • What is the stock analysis 'research' tool?

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  • US Trading

    • How do I open a US Trading Account?

    • What are W-8BEN and W-8BEN-E forms?

    • I've already completed a W-8BEN form at another broker, do I have to complete another one?

    • How do I transfer my US securities to SelfWealth?

    • How do I transfer cash into my USD account?

    • What is the Foreign Exchange rate used?

    • What fees are charged on US trades?

    • What US markets and stocks are available through SelfWealth?

    • My first US trade is free, but I was charged $9.50 USD brokerage?

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  • Navigating & Updating my Account

    • Statement of Account for Centre link

    • What is SelfWealth Premium? How to Upgrade or Downgrade Your Membership.

    • Updating Contract Note Email Addresses

    • How to deposit money to my SelfWealth account?

    • How do I change my address?

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  • New Features and Platform Updates

    • What Is SelfWealth Planning for 2021?

    • Updates to Member Record Settings

    • What is the Reserved Cash Balance?

    • Multiple Trading Accounts

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  • Product and Services

    • What is the SelfWealth SMSF Leaders ETF index methodology?

    • I read that if I buy the ETF via SelfWealth the brokerage is free, is this correct?

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  • Feedback / Contact Us

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