Skip to main content

Stockspot for SMSFs

Sarah King avatar
Written by Sarah King
Updated over a year ago

Thinking about opening an SMSF account with Stockspot? Here's some further information that provides further insights into our portfolios and investment philosophy, as well as touching on how we help other SMSF clients manage their investments through us.
​

Stockspot for SMSFs


You might also like to read our client, Josh Loretan's story, and why he's chosen Stockspot to manage his SMSF's investments.
​
​

Getting Started

Once you're ready to start, here's an outline of how to set-up your account:

1. Head to the Stockspot homepage and select 'Log in' to create your account. Enter your email and password to get started.
2. Click on the white pop-out arrow (next to your account name) in your dashboard and click 'Add new account'.

3. Select your account type i.e. SMSF.
4. Step through the online questionnaire to get your portfolio recommendation.
5. Fill out your personal and SMSF details and complete your ID check.
6. Finalise and submit your application.

Once the SMSF application has been submitted, we will open the account and email you within 2-3 business days. In this email you will also receive your cash account details where you can deposit funds via an online bank transfer when you're ready to invest. You can then also login to the online dashboard to view your account.

Did this answer your question?