Open an Account
Getting started with WealthGen Investor is simple. Choose the account type that suits you and complete a short online application. Our team will guide you through the process and have you set up as quickly as possible.
We support a range of account structures
Whether you're investing personally, through a company, or as trustee of a super fund or trust, we support the structure you need — with the same global market access and reporting across all of them.
Individual
A personal account in your own name, with full access to global markets and real-time portfolio reporting.
- Personal account in your name
- Full access to all global markets
- Real-time portfolio reporting
Joint
For two account holders looking to invest together through a shared brokerage account structure.
- Two named account holders
- Shared portfolio visibility
- Joint reporting and statements
Company
For companies and corporate entities looking to manage their portfolios through a structured account.
- Registered company account
- Multi-user access options
- Corporate reporting suite
SMSF
For self managed super funds requiring global diversification with consolidated AUD reporting.
- SMSF-compatible structure
- Consolidated AUD reporting
- Accountant-ready statements
Opening an account is straightforward
Our team is available to assist throughout the process — from application through to your first trade.
Complete the online application
Select your account type and complete a short online application. The process is straightforward and fully guided.
Upload your identification and documents
Standard identity verification and supporting documents — our team will let you know exactly what's required for your account type.
Our team reviews and assists where needed
We review your application and follow up if anything is outstanding. We aim to have accounts approved as quickly as possible.
Fund your account and start trading
Once approved, fund your account and gain immediate access to global markets through the WealthGen Investor platform.
Our team is here to help
Guided application process
We'll walk you through the application from start to finish, so you're never guessing what comes next.
Document assistance
Not sure what you need? We'll tell you exactly which documents are required for your account type and structure.
Fast account approval
We review applications promptly and keep you updated at every stage so you can get started as quickly as possible.