Import & sync Bendigo Invest Direct trades

Content also available for tax entities or on our global site.

Connect your Bendigo Invest Direct account for your buy and sell trades to be automatically populated in Sharesight each time you trade and to import your trading history from Bendigo Invest Direct with Sharesight Connect.

Note: This connection only share your trade history and ongoing investment data with Sharesight none of your personal account data is shared.

1 – Login to or sign up for Sharesight.

2 - On the ‘Let’s get you started with Sharesight’ page, select the ‘Import from a Broker’ tile.

AU Broker import - step 2

3 - Click on the ‘Bendigo Invest Direct’ tile on the ‘Import from a Broker’ page.

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4 - From the ‘Import and sync your Bendigo Invest Direct trade account with Sharesight’ window, select the Bendigo Invest Direct link. This will load Bendigo Invest Direct.

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5 - Sign in to your Bendigo Invest Direct account.

6 - In Bendigo Invest Direct select the ‘Account’ dropdown menu.

7 - Select ‘Tax & Portfolio Reporting’.

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8 - Click ‘Register’.

9 - From the ‘Authority to share, trade data with Sharesight’ choose to share your historical trade data by selecting ‘Send my entire trading history to Sharesight’. If you would like your historical trade data in Sharesight.

If this is selected it will download all buys and sell made by Bendigo Invest Direct since you have held the trading account.

Note: If you have changed brokers and transferred the holdings to Bendigo Invest Direct these trades will not be imported into Sharesight. Due to a chess transfer.

10 - Select ‘I authorise Bendigo Invest Direct to share data relating to my trading stockbroking account with Sharesight.

11 - Click the ‘Proceed’ button.

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12 - This will launch Sharesight, sign in or sign up for a Sharesight account.

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13 - Select which portfolio you would like your Bendigo Invest Direct holdings and trade to be imported to. You can choose an existing portfolio or create a new portfolio.

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14 - Select ‘I agree to allow Bendigo Invest Direct to access this portfolio via Sharesight Connect’.

15 - Click ‘Finish’.

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16 - Once the trades are saved, your Sharesight portfolio will be populated and the Portfolio Overview Page will load.

Sharesight Portfolio

Your holdings will be calculated by Sharesight’s performance calculation methodology which is a money-weighted return methodology, meaning the investment performance takes account of the size and timing of cash flows.

Sharesight will automatically create dividends and corporate actions for the holdings you have imported.

With the Bendigo Invest Direct Sharesight connect any time you trade with Bendigo Invest Direct your trade will automatically be populated with Sharesight.

The Bendigo Invest Direct and Sharesight connect can revoke at any time. It needs to revoked in both Bendigo Invest Direct website & Sharesight

Now that you have populated your portfolio we recommend you:

1 - Review the trades imported:

a - Handle any negative holdings - Holdings with less buy trades than sell trades (occurs when transferred stocks from another broker).

b - Check fractional share trades for rounding differences.

c - Exchange rates are generated by Sharesight using the end of day exchange rate, these can be edited within the trade.

d - Handle any non automated corporate actions, such as mergers etc.

2 - Verify and confirm automatically generated data (dividends and corporate actions).

3 - Share access of your portfolio with your accountant.

4 - Add your other investments to Sharesight.

5 - Use Sharesight to help you complete your tax return.

Note: This connection only share your trade history and ongoing investment data with Sharesight none of your personal account data is shared.

Last modified on March 13, 2020 UTC