New Investors:  

You can fund your SmartWealth account through a direct bank transfer to the designated SmartWealth account provided in your funding instructions. 

When opening a new account with SmartWealth, a set of funding instructions will be shared once you have signed your Client Agreement and confirmed your acceptance of the recommended portfolio. Ahead of transferring the funds, we ask that you verify that the bank details you have provided are accurate and notify us of the amount you intend fund.

Funding instructions will be made available on your dashboard and sent to you by email.    

Existing Investors: 

Simply log into your SmartWealth account and let us know of how much you intend to fund and confirm the source of funds within the "Transfers" page. 

Funding instructions will be made available within the "Transfers" page and sent to you by email.  

Please note that withdrawals will be processed to the same initial source of funding.  

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