Getting Started

Opening an Account

• How do I open a Selfwealth trading account?
• What type of accounts does Selfwealth support?
• Can I open multiple trading accounts?
• How do I resume my Selfwealth trading application?
• Am I an Australian Resident for tax purposes?
• What is the Limited Power of Attorney (POA)?

Verifying Your Identity

• Where can I find my verification email?
• What documents do I need to verify my identity?
• What is a 'certified copy' of an original document?
• How can I certify my online bank statements?
• When supplying a trust deed for my application, which pages need to be certified?
• What is a schedule page?

Transferring Your Shares

• How do I transfer ASX shares from another broker to my Selfwealth account?
• What is an Off Market Transfer (OMT) and how do I complete the form?
• What is a 'broker PID'?
• How do I transfer issuer-sponsored shares to my Selfwealth account?

Selfwealth Starter FAQ

• Selfwealth by Syfe Frequently Asked Questions
• Where can I find a full list of fees and charges?
• Can I add two-factor authentication to my Selfwealth account?
• What is a 'Politically Exposed Person' (PEP)?
• Does Selfwealth offer trading in stock options?
• What is an 'account designation'?

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