Average Ratings 3 Ratings

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Whether you require intricate wealth management or assistance with retirement planning, our services are designed to support your financial journey. We offer a range of benefits, including zero account fees, commission-free trades, and no minimum requirements for account openings, allowing your investments to stretch further. You’ll have access to user-friendly tools and the latest insights from our expert team. Understanding your current financial position is essential. Utilize our assessment tool to gauge your retirement readiness and identify areas for improvement. Our affordable robo-advisory services provide professional investment management, catering to both digital-only investments and hybrid options that include advisor access when necessary. You'll have a dedicated advisor working alongside you, providing tailored recommendations aimed at enhancing and safeguarding your wealth. Additionally, subscribe to our weekly newsletter to receive expert commentary on financial markets, investment strategies, and personal finance tips that can empower your financial decisions. Overall, we are committed to helping you navigate the complexities of your financial future with confidence.

Description

Easily engage in buying and selling shares with our highly rated trading platform, SelfWealth, which simplifies the process of establishing a complimentary share trading account for individuals, joint accounts, SMSFs, trusts, and corporations. Once you create your free account, you will also gain access to a secure SelfWealth cash account, allowing for convenient fund transfers directly from your bank via bank transfer or BPAY. Utilize our intuitive online trading platform to purchase stocks, ETFs, and various other securities listed on both the Australian and US stock exchanges. Access real-time pricing on both the stock and order pages, while monitoring your holdings—including profits, losses, current prices, and daily fluctuations—through our interactive portfolio feature. Additionally, leverage our exclusive market research tools, which include market analysis, a stock screening tool, and insights into popular stocks, to make informed decisions about your next investment. With these resources at your fingertips, you can navigate the trading landscape with confidence and ease.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

APS Payroll
Claritus
Coin Metrics
Dividend.watch
FirstClose
Kinfo
LSEG Due Diligence Centre
Medved Trader
Nitrogen
Option Alpha
PortfolioPilot
ProTracker Advantage
ProTracker RMD
RightCapital
Taiki
The Dividend Tracker
TradeZella
TradersPost
TradingDiary Pro
isolved

Integrations

APS Payroll
Claritus
Coin Metrics
Dividend.watch
FirstClose
Kinfo
LSEG Due Diligence Centre
Medved Trader
Nitrogen
Option Alpha
PortfolioPilot
ProTracker Advantage
ProTracker RMD
RightCapital
Taiki
The Dividend Tracker
TradeZella
TradersPost
TradingDiary Pro
isolved

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$9.50 per trade
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Fidelity Investments

Founded

1946

Country

United States

Website

www.fidelity.com

Vendor Details

Company Name

SelfWealth

Founded

2012

Country

Australia

Website

www.selfwealth.com.au

Alternatives

Alternatives

ProTracker RMD Reviews

ProTracker RMD

ProTracker Software, Inc.