With Selfwealth, you can access Australian, US, and Hong Kong markets, allowing your clients to trade on some of the world’s biggest exchanges, including the NYSE, NASDAQ, and HKEX. With one comprehensive platform, you can explore new investment opportunities and seize exciting prospects in global markets.
Competitive Brokerage
We offer market leading brokerage of $9.50 for Australian trades per $70,000 parcel. There are no additional administration or platform fees.
Streamlined Account Opening
A simple and intuitive online application process with no signatures required – simple, quick, and easy. Plus, we’ll be on-hand to assist with the onboarding process.
Your Dedicated Team
A dedicated BDM is appointed to your business so we can understand your needs best. This is complemented by an Adviser platform support team.
Model Portfolio Functionality
Transform the way you manage your clients’ portfolios with our innovative functionality that allows you to create customised model portfolios and effortlessly rebalance.
Multiple Account Types
We support a variety of accounts: companies, trusts, SMSFs, minor, joint, and individual accounts.
Non-custodial, HIN Based
Shares held on the Selfwealth platform are CHESS-sponsored and registered in your client’s name as the beneficial and legal owner. Holdings are protected in the event of any issues with the CHESS sponsor.
Data Feeds
Access cash and transaction information via various software (BGL), with more data feeds on the way.
Online client access
Your clients will have access to their trading account via a secure log-in; they can view their portfolio, performance, and transactions with the option to place their own trades.
Access to International Markets
We provide access to the US and Hong Kong markets; you and your clients can trade on the NYSE, the Nasdaq, and the HKEX.