SWAM is the client app of SWA Financial Planning. If you need help with the app, your account or your data, please get in touch. We answer support requests Monday to Friday, 9:00am to 5:00pm (AEST/AEDT).
Use the Forgot Password button on the sign in screen if you sign in with an email address and password. If you sign in with Apple, Google or Microsoft, use the same button on that provider's site. New accounts must verify their email address before they can sign in.
Check that your mobile number is stored in international format (+614XXXXXXXX) under Settings > Profile. If the code still does not arrive, email us and we will help.
Go to Settings > Banks & Accounts Settings to refresh or re-authorise the connection. Banks require you to re-authorise a connection at least once a year.
You can delete your account and the data we hold for it from inside the app, at any time:
This deletes your sign in details, your profile, preferences and notifications, any linked bank accounts and the data held for them, and your portfolio, documents and other app data. If you cannot access the app, email support@swafpapp.com.au from the address on your account and we will delete it for you.
As a financial services business we are required by Australian law to keep certain client records for up to seven years. Any records we must keep are stored securely, are no longer used to provide you with the app, and are destroyed once that period ends.
See our Privacy Policy and Terms & Conditions.