Financial advisers can onboard clients to the Selfwealth Adviser Platform by submitting an application on their
behalf. This is done via the My Clients screen, where advisers can add new applications, view the status of
completed or in-progress applications and modify existing applications.
What account types are supported?
● Individual
● Joint
● Kids (minor)
● Company
● Self-managed super funds (SMSFs) — individual and corporate trustees
● Other trusts, e.g. family trusts — individual and corporate trustees
What do I need before starting the application?
● The primary applicant's driver's licence or passport, including their residential address and date of birth. A
certified copy may be required if the client does not pass electronic verification.
● The primary applicant's email address.
● A tax file number (TFN) for individual clients, or an Australian Business Number (ABN) for business clients.
● An existing Australian bank account registered to the same individual or entity as the trading account. This
will act as the nominated withdrawal account.
● The client's current HIN and broker name, if the client wishes to transfer existing holdings to Selfwealth.
Additional information may be required depending on the account type. See our guide outlining the specific
requirements for each application type.
How do I create an application?
1. Log in to the Selfwealth Adviser Platform.
2. Click My Clients on the left-hand navigation bar.
3. Click Add Applications as New Client.
4. Click Start Application.
5. Choose the account type. Depending on your selection, you may also need to select a tax status option.
Click Next when ready.
6. Enter the primary applicant's details as prompted. This individual must be authorised to view and operate
the account, and their details are used to generate a client login. Take care entering this information — it
cannot be changed once submitted. For trust and SMSF accounts, the primary applicant must be a trustee or
director of the trustee company. You can add additional applicants later in the application. Click Next when
ready.
7. You will be redirected to the external application platform. Follow the prompts to complete the application —
the information required will differ depending on the account type selected.
You can exit the application at any time and return to it later.
Show do I submit an application for client review?
Once all required details have been entered, submit the application. Selfwealth will email the primary applicant on
your behalf to review and accept the account terms and conditions. The applicant will receive a unique PIN to use
when reviewing and approving the application. Any additional applicants will be emailed to provide their approval after the primary applicant has done so.
What if additional documents are required?
If additional documents are required such as certified photo ID or a copy of the trust deed the client will be
prompted to upload these via a link sent by email. Alternatively, documents can be uploaded by the adviser via the application manager. Documents are only requested after all applicants have reviewed and approved their
application.
How do I resend a client's approval email?
Click My Clients and select the Incomplete Applications tab. Locate the application and click Resend PIN.
How do I view incomplete and outstanding applications?
Click My Clients, then Manage Client's Applications. This opens the LAB application manager, where you can track
and manage client applications. Use the search bar to find a client by name or email address. The filter button
allows you to filter by status, assignee, or other details. A CSV export of listed clients can be generated via the
More drop-down menu in the top-right corner.
What do the application statuses mean?
● Adviser Edit — the adviser is currently completing the application form.
● Adviser Submit — the adviser has submitted the application and is awaiting applicant approval.
● Documents Pending — additional supporting documents must be uploaded before the application can be
approved. Once uploaded, the application will be forwarded to the Selfwealth accounts team for review.
● Complete — the application has been approved, either automatically (if the client passed electronic
verification) or manually (if supporting documents were required). It can take up to three business days after
approval for the client's account to become active.
How do I upload supporting documents?
Required supporting documents are listed under Identification Requirements Summary when viewing the client's
application. Clients will be emailed a link to upload documents after approving their application. Alternatively, an
adviser can upload documents directly by opening the application and dragging files into the Documents section. If a document has already been uploaded, click the document name to download a copy. Uploaded documents are immediately forwarded to the Selfwealth accounts team for review.
How do I edit an existing application?
Open the application in the application manager and click the Edit button at the top of the screen. Note that
applications that have progressed past Adviser Submit status can no longer be edited.