Adviser FAQ
- Does Selfwealth offer data feeds into financial planning and accounting software?
- 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?
- What is the ownership structure for assets held on the Selfwealth Adviser Platform?
- Can an advised client trade on their own account?
- Does Selfwealth offer tax reporting for Selfwealth Adviser Platform clients?