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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Akoya Yes 
Claritus Yes 
Crypto Backoffice Yes 
Dividend.watch Yes 
Financial Tech Wiz Trading Journal Yes 
Fintech Sandbox Yes 
FirstClose Yes 
Kinfo Yes 
LSEG Due Diligence Centre No 
Medved Trader Yes 
Nitrogen Yes 
Obol Yes 
PremiumGuardHQ Yes 
ProTracker RMD Yes 
Provisian Yes 
Riskalyze Yes 
Taiki Yes 
The Dividend Tracker Yes 
TradingDiary Pro Yes 
VISE Yes 

Integrations

Akoya No 
Claritus No 
Crypto Backoffice No 
Dividend.watch No 
Financial Tech Wiz Trading Journal No 
Fintech Sandbox No 
FirstClose No 
Kinfo No 
LSEG Due Diligence Centre Yes 
Medved Trader No 
Nitrogen No 
Obol No 
PremiumGuardHQ No 
ProTracker RMD No 
Provisian No 
Riskalyze No 
Taiki No 
The Dividend Tracker No 
TradingDiary Pro No 
VISE No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$9.50 per trade
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

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.