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What is 'SelfWealth Premium' and how do I enable it?

  • Updated

All of SelfWealth's key features, including $9.50 brokerage and no account fees, are free.

If you are on the initial 90 day trial after joining SelfWealth, your membership will not auto-renew. If you want to upgrade your investment experience, SelfWealth Premium is a $20 per month subscription that offers you the following benefits.

 

Feature SelfWealth Free SelfWealth Premium
$9.50 trades on Aussie stocks ✔ ✔
$9.50 trades on US stocks ✔ ✔
$0 Account fees ✔ ✔
High-level stock analysis ✔ ✔
Live pricing on selected pages ✔ ✔
Detailed stock reports   ✔
Stock Screener   ✔
Follow SelfWealth members   ✔
Construct a target portfolio   ✔
Unlimited news articles   ✔
Tax-deductible membership   ✔
Advanced portfolio analysis   ✔

 

How do I enable SelfWealth Premium?

To change your membership:

  1. Log into your SelfWealth account on the website
  2. Click on your 'avatar' (top right corner)
  3. Choose Settings
  4. Go to the Membership tab and follow the prompts

You will be able to choose your payment options, which can be a credit card or your trading cash account.

 

Can I change how my SelfWealth Premium membership fee is charged?

To manage your membership payment details, first go to Avatar > Settings > Membership. 

The below payment methods are available and can be selected from this screen:

Credit Card

To use a credit card to pay for your premium membership, click on the Update Credit Card button to record/update your credit card details, and then select the Set As Default option to charge your membership fee to your credit card.

Cash Account

To set your cash account as the default to pay for your membership, select the Set As Default button located under the 'Cash Account' option on the membership screen. If you have multiple portfolios/cash accounts, you can select which account the funds are debited from using the 'Portfolio' drop-down menu:

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How do I cancel my SelfWealth Premium membership?

If you wish to cancel your SelfWealth Premium Membership, you simply need to downgrade to a free plan. This will cancel any auto-renewal of your annual or monthly membership payment.

  1. Log into your SelfWealth account on the website
  2. Click on your 'avatar' (top right corner)
  3. Choose Settings
  4. Go to the Membership tab and follow the prompts to downgrade to a free membership

 

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