Supported brokers' contract notes
Content also available for New Zealand, Canadian, and UK tax entities or on our global site.Sharesight supports contract notes from over 95 online brokers - meaning your trade data can be automatically imported into your investment portfolio via the Sharesight Broker email import feature.
NOTE: If you use CMC Markets Stockbroking, Bendigo Invest Direct, eBroking or ANZ Securities, you can automatically link your accounts using Sharesight Connect.
Supported Australian Brokers
| Broker | Notes |
|---|---|
| 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 | |
| Bridges Financial Services | |
| Canaccord Genuity | |
| Cashel Financial Services | |
| CCZ Statton Equities | |
| Centra Wealth | |
| 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 |
| Goldman Sachs | |
| Hartleys | |
| HSBC | |
| ING Direct | manually forward contract notes |
| JBWere AU | |
| Karri Asset Advisers | via Core Equity Services |
| Kimber Capital | |
| Lodge Partners | |
| Lonsec | |
| Macquarie Online Trading | |
| Macquarie Private Wealth | |
| Macquarie Prime2 | |
| Moelis Australia Securities | |
| Morgan Stanley | |
| Morgans | |
| MyWealth (Commonwealth Bank) | |
| NABtrade | |
| NetWealth | |
| New York Securities | |
| Open Markets | |
| Ord Minnett | |
| Patersons | |
| Peloton Capital | |
| Perennial Wealth Management | |
| Pershing | |
| Petra Capital | |
| Prescott Securities | |
| Prosperion Wealth Management | |
| Raven Capital | |
| RBS Morgans | |
| Rivkin Securities | |
| RM Capital | |
| Select Equities | |
| SelfWealth | |
| Sequoia Wealth Management | |
| Shadforth | |
| Shaw Stockbroking | |
| Somerset Smith | |
| St George Direct | |
| State One | |
| Suncorp | |
| Taylor Collison | |
| Tribeca | |
| Triple C Consulting | |
| UBS Securities | |
| Vertical Capital Markets | |
| Wentworth Global Securities | |
| Westpac | |
| William Shaw Securities | |
| Wilson HTM |
Supported Canadian Brokers
| Broker | Notes |
|---|---|
| CIBC Investor’s Edge | manually forward contract notes |
| Scotiabank | manually forward contract notes |
Supported NZ Brokers
| Broker | Notes |
|---|---|
| ANZ Securities | formerly Direct Broking |
| ANZ Shares & Bonds | |
| ASB Securities | |
| First NZ Capital | |
| Forsyth Barr | |
| Hamilton Hindin Greene | |
| JB Were | |
| Macquarie Private Wealth | |
| NZ Somerset Smith Partners |
Supported UK Brokers
| Broker | Notes |
|---|---|
| Hargreaves Lansdown | |
| Interactive Investor | manually forward contract notes |
Would you like us to support your favourite broker?
If your broker is not on the list, ask us to support your broker by ‘sharing an idea’ on the community forum. If someone else has already suggested that we add your broker, please click the ‘+1’ button to add your vote. This will allow us to prioritise support for additional brokers.
1 If your ETrade contract notes are password protected, you must save your password in the ‘contract notes password’ field under Settings » Broker Email Import 
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 January 31, 2018 UTC