1 in 12
Australian AFSL licensees have chosen Selfwealth for client trading.
Source: Selfwealth 12/10/26
Less admin, more time for your clients
A platform designed to get clients invested faster — and keep your back office light.
Digital onboarding
Online applications with electronic verification.
Modern interface
Built by investors and refined on real adviser feedback — easy for you, and easy for your clients.
Auto-invest
Set a stock, a schedule and an amount to keep clients consistently invested over time. Coming soon.
Interconnected with the tools you use
Full trading and portfolio data syncs automatically across all your clients — daily feeds, no manual reconciliation.
SMSF administration
Daily feeds into BGL and Class for effortless SMSF administration.
Portfolio and transaction feeds
Automated feeds keep client records always up to date, across every account.
Financial planning and CRM workflow
Trading and holdings sync straight into Xplan, with Adviser Logic coming soon.
Open up the US market for your clients
Access thousands of US stocks and ETFs — with the flexibility today's clients expect.
24/5 trading access
Trade US shares nearly around the clock, five days a week — well beyond regular market hours.
Fractional shares
Let clients invest a set dollar amount into high-priced US names, without buying whole shares.
Instant FX conversions
Convert AUD to USD on the spot, so clients aren't waiting on settlement to take a position.
Give clients the right level of control
Flexible access that works the way you and your clients prefer — on your terms.
Client mobile app
Clients can initiate their own trades from the Selfwealth app, whenever it suits them.
Customisable permissions
Enable or restrict client trading per account, and adjust it whenever you need to.
Shared portfolio visibility
Clients get a clear, viewable portfolio while you stay firmly in control of the account.
Adviser pricing
Predictable & transparent
Flat brokerage per trade, per $70,000 parcel.
No platform fees
No admin, transaction or account-keeping fees — ever.
Save up to 84% on brokerage¹
Against the rates advisers are typically paying elsewhere.
¹ Based on a $50,000 trade: $9.50 with Selfwealth, against $60.50 on AUSIEX and $55.00 on Desktop Broker and CMC. Comparison uses each provider's published rates as at 05/10/26. Actual savings vary with trade size, volume and provider pricing.
Security and trust at our core
Your clients' assets, protected and held in their own name.
CHESS-sponsored
All ASX holdings sit under the client's own HIN, in their name. The portfolio stays portable, and dividends, corporate actions and voting flow straight to the client.
Support-staff login
Delegate controlled access to your team, with permissions that suit your practice. Coming soon.
Regulated and backed
An AFSL-licensed platform, now part of MAS-regulated Syfe and its regional scale.
Real people, dedicated to your practice
A relationship, not a ticket queue — hands-on support for you, a smooth experience for every client, and a team that knows your business by name.
Dedicated account management
A named account manager who knows your book — never a call centre.
White-glove adviser and client onboarding
Hands-on setup, migration and training for your team — and we guide every client through application and funding.
A national business development team
BDMs in Melbourne and Sydney, covering advice practices across the country.
FAQs
What does it cost to trade?
$9.50 flat brokerage per trade, per $70,000 parcel. There is no percentage tiering, so the fee is the same on a $5,000 trade as on a $50,000 one.
Are there platform or account-keeping fees?
Who legally owns my clients' shares?
Which systems do you feed data into?
What markets can my clients access?