Once your account is approved, you will be allocated a trading account number, referred to as an 'Selfwealth ID' as well as a 'Holder Identification Number' (HIN). These two numbers are used to identify your Selfwealth trading account.
You will also be allocated an ANZ cash trading account. You can deposit funds into this account to fund your trades with Selfwealth. You can withdraw funds into an external bank account of your choosing, known as a 'nominated bank account'.
How do I view my Selfwealth ID or HIN?
You can find your Selfwealth ID or HIN by following the below steps:
1. Log in to the Selfwealth website
2. Click Settings on the left-hand navigation bar (you may need to scroll down to see this option).
3. Click on the Portfolios tab.
4. Your HIN and Selfwealth ID will be shown under 'My Portfolios'.
How do I view my ANZ cash trading or nominated bank account details?
You can find your ANZ cash trading account or nominated bank account details by following the below steps:
1. Log in to the Selfwealth website
2. Select the portfolio you wish to view cash account details for using the 'Portfolio' drop-down menu.
3. Click Trading Account on the left-hand navigation bar (you may need to scroll down to see this option).
4. Your ANZ cash trading account details will be shown in the top-left (1), and your nominated bank account details will be shown in the top-right (2).