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Introducing Overview

Your wealth, all in one place

1 min read • Oct 29, 2026


Veronica Vuong Product Manager
Declan Behan Senior Product Designer

Get a complete view of your wealth on Betashares Direct with Overview.

Overview brings all your Betashares Direct accounts into a single view. See your investment balance across all accounts, track performance and view your upcoming activity at a glance.

Overview is now available on the Betashares Direct website for customers with more than one account. To access it, select Overview from the account switcher.

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