VOL. XCIV, NO. 247
Selfwealth Review, Pricing, and Features
By Jera Value · Verified Aug 2026
Selfwealth offers eligible Australian tax residents CHESS-sponsored ASX trading and supported U.S. or Hong Kong access. Choose an eligible account structure, compare the published flat trade fees, and use optional Premium research for streaming quotes, charts, and portfolio insights. Annual Premium includes trade credits. New U.S. applications have mobile and individual-account restrictions, and cash balances earn no interest. Account and international trading terms deserve a close check before opening.
Verdict
Worth it if you want CHESS-sponsored ASX holdings with eligible international trading.
- ASX investing: hold domestic shares with CHESS sponsorship
- International purchases: use eligible U.S. or Hong Kong routes
- Research upgrade: add Premium charts and streaming quotes
Skip it if you lack Australian tax residence or require fractional-share purchases.
- Eligibility: Australian tax residence is required
- U.S. onboarding: new applications are mobile-only and individual
- Cash and trading costs: no cash interest; international extra fees apply
- Whole shares: fractions and Hong Kong odd lots are unsupported
Selfwealth
Web / Mobile · How this site is funded
Pricing
Key fees from the official fee schedule
Source-checked · Aug 23, 2026ASX stocks and ETFsASX trading
U.S. stocks and ETFsInternational
Hong Kong sharesInternational
International cash conversionInternational
Standard account and ANZ cash facility
Selfwealth Pty Ltd holds AFSL 421789 and relays self-directed orders. FNZ Custodians (Australia) provides Australian execution, clearing, settlement, and CHESS sponsorship. Phillip Capital and its Singapore affiliate support the established international route. Since August 14, 2026, new U.S. applications are mobile-only and limited to one individual portfolio per login. Existing U.S. and Hong Kong accounts continue under their current access and custody terms. Selfwealth Premium is a separate research and platform subscription. It does not replace transaction brokerage or change the custody model. This profile covers accounts opened directly by self-directed investors. Selfwealth's adviser platform is a distinct access channel with separate relationships and terms. See the Selfwealth fee schedule for your country.
Key features
ASX trading
Trade local shares through CHESS-sponsored execution.
International access
Buy eligible U.S. and Hong Kong securities.
Account structures
Use eligible individual, joint, trust, or SMSF accounts.
Premium analysis
Add streaming quotes, advanced charts, and stock reports.
Portfolio insights
Review eligible enhanced holdings research on Premium.
Account reports
Download domestic and international activity records.
Broker details
Account and availability
Available in 1 countryASX trading
Available in 1 countryInternational
AccountASX trading
Individual, Joint, Minor, Company, SMSF, Trust · AUD base currency · No account-opening or ongoing balance minimum stated
AccountInternational
Individual, Joint, Company, SMSF, Trust · USD, HKD base currency · New U.S. applications require an active individual ASX portfolio; no separate general deposit minimum stated
Cash and trading
Interest on uninvested cashASX trading
0%
Interest on uninvested cashInternational
0%
Deposits
No deposit fee stated; FX spread applies
EFT or BPAY into the assigned Selfwealth AUD cash account, followed by supported internal currency transfer for international trading · Osko EFT can arrive within minutes; other EFT and BPAY generally 1-2 business days
Withdrawals
No standard withdrawal fee stated; FX conversion can apply
Transfer settled AUD cash to the nominated external Australian bank account · Varies with settlement, conversion and banking cut-offs
Fractional sharesASX trading
Not available
ASX stocks and ETFs · Whole CHESS-sponsored units
Fractional sharesInternational
Not available
U.S. stocks and ETFs, Hong Kong shares · Whole U.S. shares; HKEX board lots
Tax support · Australia
Statements only
Regulation and protection
Selfwealth Pty Ltd
Australian Securities and Investments Commission (ASIC) · ABN 52 154 324 428; AFSL 421789
FNZ Custodians (Australia) Pty Ltd
Australian Securities and Investments Commission (ASIC) · AFSL 507452
Phillip Capital Limited
Australian Securities and Investments Commission (ASIC) · AFSL 246827
ASIC-regulated platform and AFSL responsibility · No investment-loss compensation limit
Selfwealth Pty Ltd operates the platform under AFSL 421789. Its regulatory responsibility is distinct from FNZ's CHESS functions and the custody and trust arrangements used for international assets.
Selfwealth Pty LtdASX CHESS direct ownership · No compensation limit; direct HIN registration
FNZ Securities is the CHESS sponsor and Australian holdings are registered to the customer as legal and beneficial owner. This does not protect against market loss.
FNZ Custodians (Australia) Pty LtdSegregated international custody and trust cash · No quantified compensation limit stated
Customers are beneficial owners; Phillip Securities Pte Ltd holds international securities and Phillip Capital holds cash in trust with Standard Chartered. Recovery after custodian default follows applicable liquidation processes.
Phillip Capital LimitedSource-checked · Reviewed Aug 23, 2026 · Official sources: Selfwealth financial services guide, Selfwealth terms and conditions, Australian tax residency requirement, Open a Selfwealth trading account, Open a Selfwealth U.S. trading account, Selfwealth fees and charges, Selfwealth U.S. trading fees, Selfwealth HKEX trading fees, Selfwealth international cash conversion rates, Selfwealth Australian share registration, Selfwealth international holdings and cash protection, Deposit money to a Selfwealth account, Transfer international shares to Selfwealth, Download Selfwealth annual statements
FAQ
Is Selfwealth free?
Selfwealth should not be treated as free software. Brokerage access may have no monthly charge, but transaction, FX, market-data, custody, transfer, product, or spread costs can apply depending on the offer and jurisdiction. Check the broker details and official fee schedule.
Who is Selfwealth best for?
It suits beginner, intermediate, and advanced users.
What platforms and connections does Selfwealth support?
You can use Selfwealth on Web and Mobile.
Which markets does Selfwealth cover?
Selfwealth covers APAC and North America. Examples include AU. It tracks Stocks and ETFs. Identifiers include Ticker.
Tool details
Highlights
- Domain rating45: Ahrefs scores how strong a site's backlinks are, from 0 to 100. A high score usually means an established site that many others cite and trust.
Domain Rating by Ahrefs
Asset types
- Stocks
- ETFs
Coverage regions
Alternatives
If Selfwealth is not the right fit, these substitutes come closest.
Comparisons
Already weighing Selfwealth against something specific? Start here.
Keep Exploring
Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.