Merging your Selfwealth logins
If you have more than one Selfwealth account registered under different email addresses, you may be able to merge them into a single login. This means you can access all your portfolios with one email address, while each portfolio and account remains separate.
Am I eligible to merge my accounts?
To merge accounts, the following details must match across both profiles:
- First name
- Surname
- Date of birth
If any of these details don't match, the accounts cannot be merged.
How do I merge my logins?
- Log in using the email address you'd like to keep
- Click your avatar in the top-right corner and select Settings
- Navigate to Portfolios
- Click Get Started under Merge Selfwealth Logins and follow the prompts
What happens after the merge?
Once the merge is complete:
- All portfolios will be accessible from a single login
- You'll log in using your chosen email address going forward
- The email address from the merged account will no longer be active