Help & supportContent also available for tax entities or on our global site.
Within Sharesight we offer both the Help Centre and tutorial videos.
We offer the following options to help answer your questions:
- Sharesight Help Centre
- Sharesight Community Forum
- Chat with support using the inapp chat feature
- Personal email support from within your portfolio
1 - Click on ‘Accounts’
2 - Click on ‘Help’
Sharesight Help Centre
The Help Centre offer step by step guides and videos. This can be access from the ‘Help’ tab inside Sharesight or at help.sharesight.com
Sharesight Community Forum
The Sharesight community forum allows you to search for tips and information, share ideas, report a problem, view announcements or let us know what you think of Sharesight. You can use the Help tab to post topics directly to the forum or you can browse the forum directly.
Chat with our friendly Client support using the inapp chat feature
1 - From any page inside Sharesight, click on the Orange icon bottom right.
2 - Click on ‘New Conversation’ or ‘See previous’ to continoue a previous chat.
Contacting our friendly Client Support via email
Investor and Expert plan users (premuim plans only) can email our friendly Client Support. The email address can be found in the ‘Help’ tab above the ‘Send us a message’ button.
Last modified on January 5, 2023 UTC