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 100 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 | |
| Hatch | manually forward contract notes |
| 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 | |
| Saxo Capital Markets | manually forward contract notes |
| 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 American Brokers
| Broker | Notes |
|---|---|
| Robinhood | manually forward contract notes |
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 |
| Global Prime Partners (GPP) |
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 November 12, 2018 UTC