Managing Your Account

Includes information about account types, updating you details, our Affiliate Program, tax time, and more.

20 articles in this collection
Written by Alex Harper, Kurt Hogan, Matt Baker and 6 others

Updating Your Details

How to change your mobile/phone number

Learn how to change the phone number on your Swyftx account.

Written by Matt Baker
Updated this week

How to Update Your Personal Information

Here's how to update your personal information on so we can help you as best we can when you need it

Written by Matt Baker
Updated over a week ago

How to delete your account?

Information about how to close your account with Swyftx.

Written by Matt Baker
Updated yesterday

How to reset or change your password

Learn how to reset or change your password on your Swyftx account.

Written by Dustin Bergman
Updated over a week ago

How to change your email address

At Swyftx, the email address you provide for your account has a range of uses so it's important to know how and where to change this email.

Written by Matt Baker
Updated over a week ago

Trust, SMSF & Company Accounts

Setting up a NZ Company Account with Swyftx

This article will outline the documentation required to establish an entity account for your New Zealand limited company.

Written by Dejan
Updated over a week ago

Setting up an AUS Company with Swyftx

What documents are required to setup my Company with Swyftx?

Written by Daniel
Updated over a week ago

What Documents Do You Need to Setup Your Entity?

SMSFs, Trusts and Company Accounts

Written by Pav Hundal
Updated over a week ago

Setting up a SMSF with Swyftx

What documents are required to set up my Swyftx SMSF Account?

Written by Daniel
Updated over a week ago

How To Apply For An Entity Account

Learn how to apply for an entity account with Swyftx.

Written by Pav Hundal
Updated yesterday

Setting up a Trust with Swyftx

What documents are required to set up my Swyftx Trust Account?

Written by Daniel
Updated over a week ago

How to Read an ASIC Company Extract

Help Reading the Document

Written by Pav Hundal
Updated over a week ago

How to download an ASIC Company Information Extract

In 5-Steps

Written by Pav Hundal
Updated over a week ago

Swyftx's Affiliate Program

Affiliate Commission Revenues

Learn about affiliate commission payment information.

Written by Matthew Grant
Updated this week

How to become an Affiliate?

Find out how to become an affiliate and earn rewards.

Written by Alex Harper
Updated this week

How to refer a friend

Learn how to refer a friend to Swyftx and earn rewards.

Written by Matt Baker
Updated this week

Tax Time

How to generate a tax report?

Learn how to generate a customised tax report.

Written by Kurt Hogan
Updated yesterday

Understanding the tax report

Understand the information in the tax report.

Written by Kurt Hogan
Updated yesterday

How is Cryptocurrency Taxed?

Read this guide to get a general idea of how crypto is taxed.

Written by Matt Baker
Updated yesterday

How to download an RCTI (Receipt Created Tax Invoice)

A Guide to generating a Tax Report form the invoice of a completed order.

Written by Morgan
Updated over a week ago