At Webull, we recognise that different investors have unique needs and goals. That's why we're excited to introduce our new Complex Accounts feature, designed to provide you with the flexibility and tools to manage your investments at a low cost.
Whether you're a business, a trust, or a self-managed super fund (SMSF), our platform offers comprehensive solutions to diversify your portfolio, automate your investment and save you time and costs.
Key Features:
How to open a company/trust/SMSF account?
For existing users:
1. Navigate to Menu > Settings > Account Management
2. Click on Apply for New Accounts on the top of the page
3. Select an account type
4. Follow the instruction to open a complex account.
For new users:
1. Navigate to Open Account at the bottom centre of the app
2. Select an account type.
3. Follow the instruction to open a complex account.
Learn more about Company Account.
Learn more about SMSF Account.