180Markets | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Advantage | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Affinity Wealth Services | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Alto Capital | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
APP Securities | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
amscot | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
ANZ Shares Investing (previously Etrade) | Import historical trades into Sharesight using the Broker Importer. | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Argonaut Securities | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Ascot Securities | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Ashanti Capital | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Atlantic Pacific Securities | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
AUSIEX | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Baillieu Holst | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Baker Young Limited | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Barclay Wells | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
BBY | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Bell Direct (and Desktop Broker) | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Bell Potter | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Bellmont Securities | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Bendigo Invest Direct | Sharesight partner,Bendigo Invest Direct have utilised Sharesight connect , opt to have historical trades imported. | Sharesight connect automatically populates trades in Sharesight. |
Bennelong Funds Management | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
BGF Equities | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Blackswan Equities | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Blue Ocean Equities | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
BNY Mellon | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Boag | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
BOQ | Sharesight partner, Sharesight connect utilised; future trades automatically populated in Sharesight, can opt to have historical trades imported. | |
Bridges Financial Services | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
BT Panorama | - | Import trades using Sharesight’s Trade Confirmation Emails feature. You need to manually forward the trade confirmation on to Sharesight. |
BTIG | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
BT Portfolio Services | - | Import trades using Sharesight’s Trade Confirmation Emails feature. You need to manually forward the trade confirmation on to Sharesight. |
Burrell Stockbroking & Superannuation | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
BW Equities | - | Import trades using Sharesight’s Trade Confirmation Emails feature. You need to manually forward the trade confirmation on to Sharesight. |
Carnbrea & Co Limited | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Canaccord Genuity | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Cashel Financial Services | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
CCZ Statton Equities | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Centra Wealth | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Centec Securities Pty Ltd | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Chancellor | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Charter Financial Planning Limited | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
CommSec or Commonwealth Securities or CommSec Adviser Services | Import historical trades into Sharesight using the Broker Importer. | Import trades using Sharesight’s Trade Confirmation Emails feature. Watch video tutorial |
CommSec International | - | Import trades using Sharesight’s Trade Confirmation Emails feature. You need to manually forward the trade confirmation on to Sharesight. |
Conrad Capital Group | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Core Equity Services | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Count Financial (Commsec Adviser Services) | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Cove Capital | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
CPS Capital Group | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
CMC Markets Stockbroking | Sharesight partner, Sharesight connect utilised, opt to have historical trades imported. | Sharesight connect automatically populates trades in Sharesight. |
Credit Suisse (Australia) | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Crestone | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
D.J. Carmichael | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
D2MX | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
e.broking | Sharesight partner, Sharesight connect utilised, opt to have historical trades imported. | Sharesight connect automatically populate trades in Sharesight. |
EL & C Baillieu | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Elston Financial Solutions | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Emerald Financial Group | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Equity&Super | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Escala Partners | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Etrade1 | - | Import trades using Sharesight’s Trade Confirmation Emails feature. You need to manually forward the contract note on to Sharesight with the email subject line as either Etrade or ANZ Share Investing. |
Euroz Securities | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Evans and Partners | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
EverBlu Capital | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
61 Financial | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
FinClear | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
FinEx (FinClear Execution Limited) | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Firstrade | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Fortitude | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Foster Stockbroking | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Futurity Private | - | Import trades using Sharesight’s Trade Confirmation Emails feature. You need to manually forward the contract note on to Sharesight with the email subject line as BBY. |
GBA Capital | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Google Finance | Import historical trades into Sharesight using the Broker Importer. | - |
Halo Technologies | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Hartleys | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
HSBC | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Independent Reserve | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
IG Markets | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
ING Direct | - | Import trades using Sharesight’s Trade Confirmation Emails feature. You need to manually forward the contract note on to Sharesight. |
Interactive Brokers (IB) | On set up of the connection, Interactive Broker imports the previous 7 days of history. | Twice per day IB sends a Activity file that includes your days trading. |
Instinet | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Integrated Portfolio Solutions | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Integrity Private Wealth | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Investec | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Investorfirst Securities | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Jarden | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
JBWere AU | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Karri Asset Advisers | - | Import trades using Sharesight’s Trade Confirmation Emails feature. You need to manually forward the contract note on to Sharesight with the email subject line as Core Equity Services. |
Kodari Securities | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Koda Capital | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Kimber Capital | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Kingfisher Capital Partners | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Link Markets Australia | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Lodge Partners | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Lonsec | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Macrovue | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Mac Equity Partners | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Macquarie Online Trading | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Macquarie Private Wealth | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Macquarie Prime2 | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Magellan | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Marketech | Sharesight partner, opt to have historical trades imported. | Connect your Marketech account for your buy and sell trades to be automatically populated in Sharesight each time you trade and to import your trading history from Marketech. |
Merchant Group | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Merrill | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Mint Partners | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Moelis Australia Securities | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Monex Securities | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Morgan Stanley | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Morgans | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
MyWealth (Commonwealth Bank) | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
nabtrade | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Nascent Capital Partners | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
NetWealth | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
New York Securities | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
North Online | - | Import trades using Sharesight’s Trade Confirmation Emails feature |
One Off Trades | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
OpenTrader | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Openmarkets | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Ord Minnett | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Pac Partner | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Patersons | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Pearler | Sharesight partner, opt to have historical trades imported. | Connect your Pearler account for your trades to be automatically populated in Sharesight each time you trade and to import your trading history from Pearler. |
Peloton Capital | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Perennial Wealth Management | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Pershing | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Praemium | Import historical trades into Sharesight using the Broker Importer. | - |
Petra Capital | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
PhillipCapital | - | Import trades using Sharesight’s Trade Confirmation Emails feature. You need to manually forward the Australian trade confirmation on to Sharesight. |
Prescott Securities | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Prosperion Wealth Management | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
PPN Wealth | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Raiz Invest (Acorn Australia) | - | Import trades using Sharesight’s Trade Confirmation Emails feature. You need to manually forward the trade confirmation on to Sharesight. |
Raven Capital | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
RBS Morgans | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Rivkin Securities | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
RM Capital | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Sanlam Private Wealth | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Saxo Markets | Sharesight partner, Sharesight connect utilised; opt to have historical trades | Syncing recent trades or automatically populate future trades in Sharesight using the Trade Confirmation Emails feature you manually forward contract notes. |
Select Equities | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
SelfWealth | Import historical trades into Sharesight using the Broker Importer. | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Sequoia Wealth Management | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Shadforth | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Sharesies | Sharesight partner, elect to have historical trades imported. | Automatically shares future Sharesies trade data with Sharesight. |
Shaw Stockbroking | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Somerset Smith | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Stake | Import historical trades into Sharesight using the Broker Importer & the file Stake emailed. | Import trades using Sharesight’s Trade Confirmation Emails feature. You need to manually forward the email trade confirmation on to Sharesight. |
Stellan Capital | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
St George Direct | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
State One | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Superhero | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Suncorp | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Taylor Collison | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Taurus Capital Group | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
ThinkMarkets | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
TMS Capital | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Tribeca | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Triple C Consulting | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
UBS Securities | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Vertical Capital Markets | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Veritas Securities Limited | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Vested Equities | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Wentworth Global Securities | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Westar Capital | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Westpac | Import historical trades into Sharesight using the Broker Importer. | Import trades using Sharesight’s Trade Confirmation Emails feature. |
William Shaw Securities | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Wilson HTM | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |
Yahoo | Import historical trades into Sharesight using the Broker Importer. | - |
YOC Securities | - | Import trades using Sharesight’s Trade Confirmation Emails feature. |