Selfwealth Adviser Platform

Getting Started

• I'm a financial adviser. How do I register to use Selfwealth?
• How do I access the Selfwealth Adviser Platform?
• How do I set up a new application for an advised client?
• How do I place a trade for an advised client?

Adviser FAQ

• Dividend default account details for new HINs
• What are the brokerage fees for Selfwealth Adviser accounts? Are there any costs other than brokerage?
• How do I add my adviser fees using the Selfwealth platform?
• How do I add and manage model portfolios?
• Asset ownership on the Selfwealth Adviser Platform
• Can an advised client trade on their own account?

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Data Feeds

• Does Selfwealth offer data feeds into financial planning and accounting software?
• How do I enable the Xplan data feed for my clients (in bulk)
• How do I enable the Class data feed for my clients (in bulk)
• How do I enable the BGL data feed for my clients (in bulk)
• How do I enable the Class or BGL Data feed (per client)