Questions

General

What is Kwala?

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What fees can I expect?

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How many investments can I make in a month?

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What are my recurring or one-time investment limits?

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How secure is Kwala?

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Which financial institutions can I link to Kwala?

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Sign In

How do I sign in to my Kwala account?

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What if I forget my email address and/or password?

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I'm still having difficulty signing in. What should I do?

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My Documents

How do I access my portfolio statements?

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How do I dispute a transaction on my statement?

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Where can I find my Kwala investment statements, trade confirmations, and tax documents?

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When will my Kwala investment statements, trade confirmations, and tax documents be available?

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How can I print account statements, trade confirmations and tax documents?

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The Kwala app

How can I download the Kwala app?

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How do I update the Kwala app?

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What should I do if the device I’m using to sign in is lost or stolen?

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Investing with Kwala

What is a 'business' day?

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What is Kwala’s Investment Portfolio?

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How much does a Kwala portfolio cost?

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What investment strategies can I choose?

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Does Kwala offer superannuation to its customers?

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How do I open a Kwala account?

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Do you offer financial planning services with a financial advisor?

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If I live outside Australia, can I open a Kwala account?

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Can I choose any types of investments in my Kwala portfolio?

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How does the Kwala team select companies for my portfolio?

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What aspects of Kwala are automated?

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What is a unit trust?

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How does rebalancing work?

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Performance

How is my rate of return (gains and losses) calculated?

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How does Kwala calculate my balance and change information?

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Investments and Withdrawals

How can I fund my Kwala portfolio?

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How do I withdraw funds from my Kwala account?

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How long does it take for my funds to be invested?

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Can I set up recurring and scheduled investments?

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Can I cancel a recurring investment?

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What is the cost of each investment and withdrawal?

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How much can I deposit?

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Can I schedule an investment for a holiday, Saturday or Sunday?

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Can I send funds from an international account into my Kwala account?

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Why do you need to verify my account after each new investment?

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Security and Authentication

What does ‘Verification Pending’ mean?

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Why does Kwala ask for my Tax File Number?

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Certified B Corporation