Supported brokers' trade confirmations
Content also available for New Zealand, Canadian, and UK tax entities or on our global site. Sharesight supports trade confirmations (contract notes) from over 150 online brokers - meaning your trade data can be automatically imported into your investment portfolio via the Sharesight Trade Confirmation Emails feature.
NOTE: If you use CMC Markets Stockbroking, Bendigo Invest Direct, eBroking, Bank of Queensland, Hatch, Saxo Markets or Direct Broking, you can automatically link your accounts using Sharesight Connect.
Supported Australian Brokers
| Broker | Notes |
|---|
| Advantage | |
| Alto Capital | |
| Amscot | |
| ANZ Share Investing | previously Etrade |
| Argonaut Securities | |
| AUSIEX | |
| Baillieu Holst | |
| Barclay Wells | |
| BBY | |
| Bell Direct (and Desktop Broker) | |
| Bell Potter | |
| Bellmont Securities | |
| Bendigo Invest Direct | also available via Sharesight Connect |
| BGF Equities | |
| Blackswan Equities | |
| Blue Ocean Equities | |
| BNY Mellon | |
| Boag | |
| Bridges Financial Services | |
| BT Panorama | manually forward contract notes |
| Canaccord Genuity | |
| Cashel Financial Services | |
| CCZ Statton Equities | |
| Centra Wealth | |
| Chancellor | |
| Commonwealth Securities or Commsec or CommSec Adviser Services | for international trades, reference Commsec International |
| Core Equity Services | |
| Count Financial (Commsec Adviser Services) | |
| CMC Markets Stockbroking | also available via Sharesight Connect |
| Credit Suisse (Australia) | |
| Crestone | |
| D.J. Carmichael | |
| eBroking | also available via Sharesight Connect |
| EL & C Baillieu | |
| Equity&Super | |
| Etrade1 | use either Etrade or ANZ Share Investing as subject line |
| Euroz Securities | |
| Evans and Partners | |
| FinEx (FinClear Execution Limited) | |
| Foster Stockbroking | |
| Futurity Private | via BBY |
| Hartleys | |
| HSBC | |
| Independent Reserve | |
| IG Markets | |
| ING Direct | manually forward contract notes |
| Jarden | |
| JBWere AU | |
| Karri Asset Advisers | via Core Equity Services |
| Kimber Capital | |
| Lodge Partners | |
| Lonsec | |
| Macrovue | |
| Macquarie Online Trading | |
| Macquarie Private Wealth | |
| Macquarie Prime2 | |
| Magellan | |
| Marketech | |
| Mint Partners | |
| Moelis Australia Securities | |
| Morgan Stanley | |
| Morgans | |
| MyWealth (Commonwealth Bank) | |
| NABtrade | |
| NetWealth | |
| New York Securities | |
| NorthOnline | |
| Open Trader | |
| Ord Minnett | |
| Pac Partner | |
| Patersons | |
| Peloton Capital | |
| Perennial Wealth Management | |
| Pershing | |
| Petra Capital | |
| PhillipCapital AU | manually forward contract notes |
| Prescott Securities | |
| Prosperion Wealth Management | |
| Raiz Invest | |
| Raven Capital | |
| RBS Morgans | |
| Rivkin Securities | |
| RM Capital | |
| Saxo Capital Markets | manually forward contract notes |
| Select Equities | |
| SelfWealth | |
| Sequoia Wealth Management | |
| Shadforth | |
| Shaw Stockbroking | |
| Somerset Smith | |
| Stake | Forward confirmation email on to the Broker Email Import email address |
| St George Direct | |
| State One | |
| Suncorp | |
| Superhero | Downloaded trade confirmations from your account & email on to the Trade Confirmation Emails tool with Superhero in the email subject title |
| Taylor Collison | |
| Tribeca | |
| Triple C Consulting | |
| UBS Securities | |
| Vertical Capital Markets | |
| Wentworth Global Securities | |
| Westpac | |
| William Shaw Securities | |
| Wilson HTM | |
Supported American Brokers
Supported Canadian Brokers
Supported European Brokers
Supported NZ Brokers
| Broker | Notes |
|---|
| ANZ Securities | formerly Direct Broking |
| ANZ Shares & Bonds | |
| ASB Securities | |
| First NZ Capital | |
| Forsyth Barr | |
| Hamilton Hindin Greene | |
| Hatch | manually forward ‘order update’ emails |
| Jarden Direct | |
| JB Were | |
| Macquarie Private Wealth | |
| Link Market Services | Currently only available for Smartshares transactions for initial investments and periodic purchases |
| NZ Somerset Smith Partners | |
Supported UK Brokers
Would you like us to support your broker’s contract notes?
If your broker is not on the list, ask us to support your broker’s contract notes.
In order to support a broker’s contract notes we require:
- Examples of buy and sell trade contract notes (the more the better).
- The email address the broker sends them from.
- The subject line of the emails.
2 These brokers send trade confirmations as opposed to contract notes, which result in the following limitations: - Confirmations contain several trades are not supported - Duplicate detection is not available
Last modified on May 6, 2021 UTC
