Your 'Selfwealth ID' is a unique identifier assigned to each ASX trading portfolio with Selfwealth. You will need your Selfwealth ID when completing a change of details form, or when transferring shares to your ASX trading account.
Where can I find my Selfwealth ID?
You can find your Selfwealth ID by following the below steps.
Desktop Website
- Click Settings (
) on the left-hand navigation bar (you may need to scroll down to find this) - Click on the Portfolios tab
- Your portfolio details including the 'Selfwealth ID' will be displayed below
Mobile App
- Select More (
) - Select Trading Account Settings
- Your 'Selfwealth ID' will be displayed under 'Account Details'