Joint investing made easy

Whether you're saving up for a home, growing your wealth as a couple, investing as a family or with your business partner, Stockspot's joint accounts can help you get where you want to be.

Stockspot builds you a smart, custom portfolio of low-cost ETFs (exchange traded funds) by combining the expertise of qualified investment advisers and an automated investment platform.

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Smart investing on autopilot

Nobel Prize winning strategies

We build you a smart, transparent and personalised portfolio based on your investment goals, using proven Nobel Prize winning investment strategies. Everything is automated, so your investments work for you – not the other way around.

Dual 24/7 access to your dashboard

You'll both have access to your Stockspot dashboard to view your joint account. You'll always be on the same page, and be fully across your shared investments.

A properly diversified portfiolio

Your investments are diversified across different asset classes, sectors, and markets. You'll get access to global shares, Australian shares, gold, and government bonds.

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Independent, licensed Australian financial adviser

We are completely independent from the ETFs we recommend. No hidden commissions, no biases.

Established track record of returns

Our portfolios have delivered more consistent returns than simply investing in Australian shares only.

Lower risk portfolio

We invest in defensive assets like bonds and gold to offset shares and make your portfolio less risky.

Expert guidance when you need it

Our investment advisers are on hand to answer your questions and guide you when you need help.

How it works

1
Create your account
2
Tell us your investment goals
3
Get your personalised portfolio
4
Start investing

Meet the team

Founder Chris Brycki started Stockspot to help Australians invest better and achieve financial freedom. As a professional fund manager he saw too many people getting ripped off by bad investment advice and high fees. Chris left his career to build Australia's first personalised online investing platform.

Today, Stockspot has a team of qualified professionals who help guide thousands of clients to build wealth with a proven investment strategy.

Our set of principles guides how we advise clients and invest their money. This is our DNA and what sets us apart from other products and investment managers.

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Meet our financial advisers
Meet our financial advisers

Gold-standard privacy and security

Our bank-level web security keeps your information safe and secure (for the geeks out there, that's our 256-bit SSL/TLS certificate).

Your investments are held safely in your own name under your own individual Holder Identification Number (HIN).

We never share your personal information with third parties.

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Awarded "Best FinTech Wealth Management Platform"
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Frequently asked questions

Can both account holders access the portfolio?

Yes, you can both log in to the dashboard to view your portfolio. The primary account holder can transact or make changes to your account. The secondary account holder has view-only access.

How is the joint account taxed? Do we own the investments?

The investments are owned 50/50. That means any earnings are split 50/50 at tax time and taxed at your marginal rates.

Your tax position will be summarised in your Annual Investor Statement.

How do you know which investment strategy is right for us?

Our custom questionnaire ensures we find out all the details we need to know about your situation. We’ll then recommend a portfolio that’s best suited to your risk appetite, investment timeframe and goals. See more about our portfolios and portfolio returns.

How much does it cost?

Refer to Pricing to view the Stockspot fee tiers.

Fees are charged monthly based on the average balance in your account over the month. Fees cover the ongoing management and rebalancing your portfolio, annual reviews to ensure that it continues to be the most suitable for your situation, administration and tax reporting.

We don't charge extra for brokerage and there are no other hidden costs. ETF fees are an indirect cost of approximately 0.25% p.a and come out of the ETF price.

Is our money safe? How do we manage our portfolio?

Yes, all investments are held under your own unique HIN (Holder Identification Number) which identifies you as the holder. It's the safest way to invest because the assets are always held by you. You can manage your portfolio via the Stockspot dashboard. See how Stockspot keeps your money safe.

What's the minimum amount we need to get started?

The minimum to get started is $2,000.

Can we withdraw our money?

Yes, you can make a withdrawal from your portfolio at any time. The funds will be transferred into your nominated bank account within 4-5 business days.

Can we talk to an expert for advice?

Yes, you can speak with one of our expert investment advisers whenever you need to. We can also help review your existing portfolio or work with your accountant on a transition plan.

Schedule a call with an adviser.

What kind of reporting will we get at tax time?

You'll get a simple one page statement that merges all of your individual ETF tax statements into a single, easy to read document. This will allow you to complete your tax return via myTax or you can give it to your accountant. You’ll also get a range of other tax documents to help with reporting.

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