Stake vs SelfWealth

Broker Comparison

Stake vs SelfWealth (2026):
Fees, ASX access, and who should switch

Both are CHESS-sponsored Australian brokers with access to ASX and US stocks. The difference is cost model: Stake uses tiered monthly plans with lower per-trade costs, SelfWealth charges a flat $9.50 per trade with no monthly fee. Which one is cheaper depends entirely on how often you trade and whether you want US exposure.

Vintage-style comparison infographic showing Stake vs SelfWealth, with two smartphones displaying each broker, a central feature comparison table, coins and financial documents around it, and notes highlighting stocks and ETFs, savings plans, fractional shares, trading fees, and Australian/EU regulation.

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TL;DR

Stake
  • Best for active ASX traders who want zero-brokerage on a low monthly fee.
  • Fractional US shares make high-priced stocks accessible from small amounts.
  • Tiered plans let you match cost to trading frequency.
  • Free plan carries an FX fee and per-trade cost — upgrade delivers the value.
SelfWealth
  • Best for infrequent traders who want predictable costs with no subscription.
  • Flat $9.50 per trade — same fee regardless of trade size or frequency.
  • Community portfolio feature is unique among ASX brokers.
  • No fractional shares; no auto-invest or savings plan functionality.
The core question: If you make 4 or more ASX trades per month, Stake’s Green plan at ~AUD 3/month is almost certainly cheaper than SelfWealth’s $9.50/trade model. For buy-and-hold investors who trade only occasionally, SelfWealth’s no-subscription simplicity has the edge.

Two different approaches to ASX investing

Stake and SelfWealth are both ASIC-regulated, CHESS-sponsored Australian brokers — but they were built around fundamentally different fee models and investor profiles.

Stake

Founded in 2017, Stake started as a platform for Australians to access US markets and has since added full ASX coverage. It operates a tiered subscription model — a free AUS plan, a Green plan (~AUD 3/month), and a Gold plan (~AUD 9/month) — where higher tiers unlock zero-brokerage ASX trades and reduced FX fees.

Stake also offers fractional US shares, auto-invest (savings plans), and a cleaner mobile experience targeted at younger, more active investors.

SelfWealth

Founded in 2012 and listed on the ASX itself, SelfWealth was built around a single, transparent pricing proposition: $9.50 flat per trade, no matter how large the order. No monthly fee, no percentage-based brokerage, no tiers to navigate.

Its standout feature is a community portfolio tool that lets you benchmark your holdings against thousands of other SelfWealth investors — unusual in the Australian market and popular with self-directed investors.

Feature Stake SelfWealth
Founded 2017 2012
Regulated by ASIC (Australia) ASIC (Australia)
CHESS sponsored Yes Yes
ASX stocks and ETFs Yes Yes
US stocks and ETFs Yes Yes
Fractional shares Yes (US stocks) No
Auto-invest / savings plan Yes (paid plans) No
Monthly subscription From AUD 0 (free plan available) None
Community portfolio tool No Yes
Mobile app Excellent Good

Where the real cost difference lives

Stake’s cost depends entirely on which plan you choose. On the free AUS plan, Stake can be more expensive than SelfWealth. On paid plans, it becomes significantly cheaper for regular traders.

Fee type Stake (Green plan) SelfWealth
Monthly fee ~AUD 3/month (Green) / ~AUD 9/month (Gold) None
ASX brokerage AUD 0 (Green and Gold plans) AUD 9.50 flat per trade
ASX brokerage (free plan) AUD 3 per trade AUD 9.50 flat per trade
US brokerage USD 0 (paid plans) USD 9.50 flat per trade
FX fee (USD conversion) 0% on Green/Gold (up to plan limits); 0.5% on free plan ~0.6% on US trades
Withdrawal fee None (AUD) None
Inactivity fee None None
The break-even point: On Stake Green (~AUD 3/month), you break even versus SelfWealth ($9.50/trade) at roughly 1 ASX trade per month. From 2 trades onward, Stake Green is cheaper for ASX. For US stocks, the FX advantage on paid Stake plans is meaningful for larger USD orders.
Stake fee logic
  • Free plan is fine for very infrequent trading — but comes with FX cost
  • Green plan pays for itself with 1 ASX trade per month vs SelfWealth
  • Gold adds extended hours, priority support, and better FX allowances
  • Auto-invest is only available on paid plans — relevant for ETF investors
SelfWealth fee logic
  • $9.50 flat — no surprises, no tiers, no subscription to manage
  • Same cost whether you trade $500 or $50,000 in a single order
  • FX fee on US trades stacks on top of the flat brokerage
  • Works best for large, infrequent trades where the flat fee is proportionally small

ASX, US markets, and ETF access

Both brokers cover the core markets Australian investors need — ASX-listed shares and ETFs, plus US-listed equities. The difference is in how they handle US access and what extra features each brings.

Asset / market Stake SelfWealth
ASX shares Yes Yes
ASX ETFs Yes Yes
ASX LICs and REITs Yes Yes
US-listed shares (NYSE/NASDAQ) Yes Yes
US-listed ETFs Yes Yes
Fractional US shares Yes No
Crypto / CFDs No No
International (non-US) markets No No
ETF investors note: Both platforms carry the major Australian ETFs — Vanguard, iShares, BetaShares, VanEck — in full. For a standard buy-and-hold ETF portfolio on the ASX, the investment universe is functionally identical. The difference is cost, not access.

CHESS sponsorship and account types

For Australian investors, CHESS sponsorship is the key safety question. Both brokers get this right — your ASX holdings are registered directly in your name, not pooled with a custodian.

Account feature Stake SelfWealth
CHESS sponsored (ASX) Yes Yes
HIN (Holder Identification Number) Yes — own HIN issued Yes — own HIN issued
US shares custody Held via Apex Clearing (US custodian) Held via DriveWealth (US custodian)
Individual account Yes Yes
Joint account No Yes
Trust / company account No Yes
SMSF account No Yes
Minimum deposit None None
SMSF investors: SelfWealth is the clear choice here — it supports trust, company, and SMSF accounts that Stake does not. If you manage a self-managed super fund, SelfWealth gives you direct access without needing a separate broker for the ASX portion of your portfolio.

App, interface and investor tools

Both are primarily mobile-first platforms, but Stake’s app is more polished and feature-complete. SelfWealth’s community portfolio tool is genuinely useful for self-directed investors who want peer benchmarking.

Stake
  • Clean mobile app — well designed and easy to navigate
  • Auto-invest lets you set recurring ETF purchases on paid plans
  • Fractional US shares open up high-priced stocks with small capital
  • Gold plan includes extended trading hours for US markets
  • Basic research tools — price charts, dividend history, company info
  • No community or social portfolio features
SelfWealth
  • Community portfolio — benchmark against thousands of other investors
  • Desktop and mobile — functional on both
  • Detailed portfolio reporting and performance tracking
  • Company announcements and dividend calendar built in
  • No fractional shares or auto-invest functionality
  • Interface is more utilitarian than polished

Who should use which broker

Choose Stake if…
  • You make 2 or more ASX trades per month and want to minimise brokerage.
  • You want US stock access with low or zero FX fees on a paid plan.
  • You want fractional US shares — useful if you invest smaller amounts.
  • You want an auto-invest feature to automate regular ETF contributions.
  • You prefer a polished mobile-first experience.
Choose SelfWealth if…
  • You trade infrequently and prefer no monthly subscription commitment.
  • You need a joint, trust, company, or SMSF account structure.
  • You want the community portfolio benchmarking tool.
  • You make large, infrequent trades where $9.50 flat is proportionally cheap.
  • You want detailed portfolio reporting and a desktop-friendly interface.
Could you use both?

Some investors use Stake for regular ETF auto-invest and US stock exposure, and SelfWealth for an SMSF or joint account that Stake doesn’t support. There’s no rule against it — the costs of maintaining two CHESS-sponsored accounts are low, and both are free to open.

That said, if your strategy is straightforward — regular ETF purchases or a simple ASX portfolio — pick one and stick with it. Simplicity has a real value that two-platform management erodes.


Ready to open an account?

Model your trading frequency against each fee structure before deciding. Both platforms have no minimum deposit and take under 10 minutes to open — you can always switch later.



Frequently asked questions

Is Stake better than SelfWealth?

It depends on how you invest. Stake is better for regular ASX traders and investors who want zero-brokerage on a paid plan, fractional US shares, or an auto-invest feature. SelfWealth suits investors who trade infrequently, want no monthly subscription, or need a joint, trust, or SMSF account — which Stake does not currently support. Both are ASIC-regulated and CHESS sponsored, so the safety profile is similar.

Are both Stake and SelfWealth CHESS sponsored?

Yes. Both Stake and SelfWealth are CHESS-sponsored brokers for ASX holdings. This means your Australian shares are held directly in your name via the ASX’s CHESS system and assigned a Holder Identification Number (HIN). Your holdings are not pooled in a custodian account — if either broker were to fail, your ASX shares would remain yours. US shares on both platforms are held through a US custodian (Apex Clearing for Stake, DriveWealth for SelfWealth), which is standard for Australian brokers offering US access.

Which broker has lower fees for ASX trading?

Stake wins on ASX brokerage cost if you use a paid plan. The Green plan (~AUD 3/month) includes unlimited free ASX trades — so the break-even versus SelfWealth’s $9.50/trade is roughly one trade per month. From two trades onward, Stake Green is cheaper. On the free AUS plan, Stake charges $3 per ASX trade, which is still cheaper per trade than SelfWealth’s $9.50. For investors who trade very rarely — say, once per quarter — SelfWealth’s no-subscription model may feel simpler even if slightly more expensive per trade.

Does Stake charge FX fees on US stocks?

It depends on your plan. Stake’s free AUS plan charges a 0.5% FX fee on AUD/USD conversions. Paid plans (Green and Gold) reduce or eliminate this fee, subject to monthly volume limits. SelfWealth charges approximately 0.6% FX on US trades in addition to the flat USD 9.50 brokerage commission. For investors making large US purchases, the FX saving on Stake’s paid plans can be meaningful. Always verify current rates on each broker’s pricing page before trading, as fee structures can change.

Does Stake or SelfWealth offer fractional shares?

Stake offers fractional shares on US-listed stocks, allowing you to invest in expensive companies like Amazon, Berkshire Hathaway, or high-priced ETFs from smaller amounts. SelfWealth does not offer fractional shares — you must buy in whole units. For most ASX ETF investors this is irrelevant, since ETF units are typically affordable. It matters more for investors who want to hold individual US positions without committing to a full share price.

QuantRoutine provides educational content only. Nothing on this page is an offer, solicitation, or recommendation to buy or sell any security or to open an account with any specific broker. Fee figures are based on publicly available information and may change — always verify current pricing on each broker’s official website before opening an account. Investments can lose value, and past performance does not guarantee future results. You are responsible for your own investment, tax, and legal decisions.