Managing Your Account Details
- How do I change between portfolios on the new mobile app?
- How do I change my address?
- What is a Dividend Reinvestment Plan (DRP) and how do I set one up?
- How do I update my name?
- How do I update my nominated bank account for my Individual portfolio?
- How do I update my nominated bank account for my company, trust and joint portfolio?
- How do I change my dividend income bank instructions?
- Default Dividend Instructions for New HINs – FAQs
- How do I update my primary email address?
- How do I update my TFN?
- How do I change the trustee of my super fund or trust account?
- What multi-factor authentication (MFA) options are available to keep my Selfwealth account secure?
- How do I merge my logins?
- How do I change my default portfolio?
- What is my 'Selfwealth ID' and where can I find it?
- How do I find my Selfwealth ID, HIN and cash account details?
- How do I add an additional email address to receive contract notes?
- How can I close my account?
- How do I unsubscribe from Selfwealth emails?