Managing Your Account Details
- Why has Selfwealth asked for my foreign TIN?
- What is a Dividend Reinvestment Plan (DRP) and how do I set one up?
- How do I update my name?
- How do I change between portfolios on the new mobile app?
- How do I change my address?
- How do I update my nominated bank account for my Individual portfolio?
Managing Your Cash Accounts
- Upgrade to your ANZ banking platform with Selfwealth
- How do I deposit money to my Selfwealth account?
- Why are my funds not available for withdrawal?
- Does Selfwealth support instant payments?
- How do I withdraw cash from my Selfwealth account?
- What is the 'Reserved Cash' balance?
Reports and Statements
Estate management
- How do I manage a deceased estate with Selfwealth?
- I am the appointed executor of a deceased estate. How can I access holding information?
- I am a solicitor. How can I access holding information for a deceased estate with Selfwealth?
- What documents are typically required to administer a deceased estate?
- What happens if I have a joint account and the other account holder passes away?
- As an executor or administrator, do I need to open up a bank account in the name of the estate to receive funds?
SelfWealth Premium
- Membership Frequently Asked Questions
- How do I upgrade to a Selfwealth Premium Annual subscription?
- What is the difference between 'Live Pricing' and 'Live Streaming'?
- What are the features for Advanced Charting?
- What is 'Selfwealth Premium' and how do I enable it?
- What is the $1.00 charge on my credit card?