Help centre
Help Centre
Step-by-step instructions for everything you can do in the WealthGen Investor client portal. Download any guide below, or call us on 1300-280-330 and we'll walk you through it.
Getting started
Funding your account
Trading
- WGI-02Adding trading permissionsRequest access to additional markets and product types.24–48 hrs
- WGI-16Adding stock trading permissionsRequest permission to trade stocks on additional markets.24–48 hrs
- WGI-13Choosing dividend reinvestment settingsReinvest income automatically or take distributions in cash.Immediate
- WGI-07Removing a holding from a watchlistDelete a stock line from a watchlist you have created.Immediate
Statements and reporting
- WGI-10Creating a Statement of Funds reportBuild a report showing every movement of cash in your account.Immediate
- WGI-17Running a stock trades report in AUDProduce a trade report converted to Australian dollars.Immediate
- WGI-08Changing your base currencyChange the currency your statements are reported in.1 business day
Need a hand?
Can't find what you're looking for?
Our customer service desk can walk you through any of these steps over the phone.