Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
In contrast to traditional banks that allow your funds to remain stagnant, we leverage technology to facilitate effortless growth of your finances. Our platform enables you to automatically save or invest any surplus cash you have. Simply determine the amount to reserve for bills and emergencies, and we'll transfer the excess to your chosen categories or investment account seamlessly. You maintain full control without the hassle of manual transfers. Enhance your long-term wealth through our expertly curated portfolio or opt to create a personalized one. We take care of reinvesting dividends automatically, rebalancing your investments, and identifying strategies to optimize your after-tax returns. Additionally, our Tax-Loss Harvesting approach can help reduce your tax liabilities as you grow your investments. Our service is designed to automatically manage your extra cash, ensuring you decide how much to set aside for necessary expenses while we handle the rest. With intelligent features to prevent overdrafts, you can enjoy peace of mind knowing that your finances are both secure and under your control. Plus, our commitment to your financial growth means you can focus on your goals without worrying about your money sitting idle.
API Access
Has API
No
API Access
Has API
No
Integrations
CAS 360
Yes
LSEG Due Diligence Centre
Yes
Numeric
No
Utluna
No
Integrations
CAS 360
No
LSEG Due Diligence Centre
No
Numeric
Yes
Utluna
Yes
Pricing Details
$9.50 per trade
Free Trial
No
Free Version
No
Pricing Details
No price information available.
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
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
SelfWealth
Founded
2012
Country
Australia
Website
www.selfwealth.com.au
Vendor Details
Company Name
Wealthfront
Founded
2011
Country
United States
Website
learn.wealthfront.com