Yes. Transferring your portfolio to your Totality account is free of charge and can be carried out in the platform. Please note there is an exit fee of AUD 50 per ISN (max AUD 200) when transferring securities to accounts outside Totality.

Totality provides investors with the power to open sub-accounts in 11 different currencies. This means they can buy, sell, and earn dividends directly inside their sub-account, in the currency of their investing—saving on FX conversion fees.

It is free to open a sub-account, and can be requested through the Totality platform.

Our commitment to Australian-based high-touch support and client service is paramount. In fact, Totality has over the past six months doubled our business’ Australian-based staff count, with onshoring of critical client service, operations, onboarding, and compliance roles.

Totality is regulated and licensed as a broker by the Australian Securities and Investments Commission (ASIC).

Your assets with Totality are safeguarded by tier-one global asset custodians, including our current custodian Saxo Bank A/S and appointed sub-custodians such as Citi Group. Saxo Bank holds these assets in custody and maintains these in compliance with all Australian and EU regulations imposed upon a custodian. Saxo Bank is a fully regulated European bank, and therefore maintains a high standard of operational and system controls.

Totality client funds are held in a segregated client trust account maintained with HSBC Australia and NAB, which are authorised deposit-taking institutions (ADIs) regulated by APRA and ASIC.