Supported brokers' contract notes

Content also available for New Zealand, Australian, 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.

Supported Canadian Brokers

CIBC Investor’s Edgemanually forward contract notes
Scotiabankmanually forward contract notes

Supported American Brokers

Robinhoodmanually forward contract notes

Supported Australian Brokers

Alto Capital 
ANZ Share Investingpreviously Etrade
Argonaut Securities 
Baillieu Holst 
Barclay Wells 
Bell Direct (and Desktop Broker) 
Bell Potter 
Bellmont Securities 
Bendigo Invest Directalso 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 Servicesfor international trades, reference Commsec International
Core Equity Services 
Count Financial (Commsec Adviser Services) 
CMC Markets Stockbrokingalso available via Sharesight Connect
Credit Suisse (Australia) 
D.J. Carmichael 
eBrokingalso available via Sharesight Connect
EL & C Baillieu 
Etrade1use either Etrade or ANZ Share Investing as subject line
Euroz Securities 
Evans and Partners 
FinEx (FinClear Execution Limited) 
Foster Stockbroking 
Futurity Privatevia BBY
Goldman Sachs 
Hatchmanually forward contract notes
ING Directmanually forward contract notes
JBWere AU 
Karri Asset Advisersvia Core Equity Services
Kimber Capital 
Lodge Partners 
Macquarie Online Trading 
Macquarie Private Wealth 
Macquarie Prime2 
Moelis Australia Securities 
Morgan Stanley 
MyWealth (Commonwealth Bank) 
New York Securities 
Open Markets 
Ord Minnett 
Peloton Capital 
Perennial Wealth Management 
Petra Capital 
Prescott Securities 
Prosperion Wealth Management 
Raven Capital 
RBS Morgans 
Rivkin Securities 
RM Capital 
Saxo Capital Marketsmanually forward contract notes
Select Equities 
Sequoia Wealth Management 
Shaw Stockbroking 
Somerset Smith 
StakeForward confirmation email on to the Broker Email Import email address
St George Direct 
State One 
Taylor Collison 
Triple C Consulting 
UBS Securities 
Vertical Capital Markets 
Wentworth Global Securities 
William Shaw Securities 
Wilson HTM 

Supported NZ Brokers

ANZ Securitiesformerly 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

Charles Stanley 
Hargreaves Lansdown 
Interactive Investormanually 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:

  1. Examples of buy and sell trade contract notes (the more the better).
  2. The email address the broker sends them from.
  3. 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 March 20, 2019 UTC