Getting Started

Opening an Account

• How do I open a SelfWealth trading account?
• How do I set up a portfolio for a minor?
• What type of accounts does SelfWealth support?
• Does SelfWealth Support Accounts for Kids/Minors?
• Can I open multiple trading accounts?
• How do I resume my SelfWealth trading application?

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SelfWealth Starter FAQ

• 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'?
• I need financial advice.

Verifying Your Identity

• Where can I find my verification email?
• Why do I need to provide documents when apply for a trading account?
• What documents do I need to verify my identity?
• Who can certify documents?
• How can I certify my online bank statements?

Transferring Your Shares

• How do I transfer ASX shares from another broker?
• What is a 'broker PID'?
• How do I transfer issuer sponsored shares to my Selfwealth account?
• What is an in-specie transfer?