Supported Brokers

Content also available for Australian, Canadian, and UK tax entities or on our global site.

Sharesight supports brokers in multiple ways to help you get your investment data into Sharesight:

  • Import from a Broker: An easy and quick way to set up a new portfolio with your trading history.

  • Trade Confirmation Emails feature: Automatically populate trades in Sharesight using your trade confirmation (contract notes). This can be used to set up a portfolio if you wish to forward historical trade confirmations on to Sharesight.

  • Sharesight Connect: Brokers that have partnered with Sharesight and utilise an ongoing active connection between the broker and Sharesight, meaning they will automatically record your trades (i.e. buy and sell) going forward into your Sharesight portfolio. Most of these brokers also provide you with the option to import your historical trades.

TIP: Use ‘Ctrl + F’ to use the browser finder feature to quickly locate your broker.

Below is a list of all the currently supported brokers & providers:

Supported New Zealand Brokers and Providers

BrokerImporting historyImporting ongoing trades
ANZ Shares & Bonds-Import trades using Sharesight’s Trade Confirmation Emails feature.
ASB SecuritiesImport historical trades into Sharesight using the Broker Importer.Import trades using Sharesight’s Trade Confirmation Emails feature.
Craigs Investment Partners-Import trades using Sharesight’s Trade Confirmation Emails feature.
Direct Broking, formerly ANZ SecuritiesImport historical trades into Sharesight using the Broker Importer.Import trades using Sharesight’s Trade Confirmation Emails feature.
First NZ Capital-Import trades using Sharesight’s Trade Confirmation Emails feature.
Forsyth Barr-Import trades using Sharesight’s Trade Confirmation Emails feature.
Hamilton Hindin Greene-Import trades using Sharesight’s Trade Confirmation Emails feature.
HatchSharesight partner, Sharesight connect utilised, opt to have historical trades imported.Sharesight connect automatically populate trades in Sharesight.
Hobson Wealth Partners-Import trades using Sharesight’s Trade Confirmation Emails feature.
Interactive Brokers (IB)On set up of the connection, Interactive Broker import the previous 7 days of historyTwice per day IB sends a Activity file that includes your days trading.
Jarden Direct-Import trades using Sharesight’s Trade Confirmation Emails feature.
JB Were-Import trades using Sharesight’s Trade Confirmation Emails feature.
Link Market Services-(Currently only available for Smartshares transactions, for initial investments and periodic purchases.) Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature.
Macquarie Private Wealth-Import trades using Sharesight’s Trade Confirmation Emails feature.
NZ Somerset Smith Partners-Import trades using Sharesight’s Trade Confirmation Emails feature.
Saxo MarketsSharesight 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.
StakeImport 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.
YahooImport historical trades into Sharesight using the Broker Importer.-

Supported Global Brokers and Providers

BrokerImporting historyImporting ongoing trades
Google FinanceImport historical trades into Sharesight using the Broker Importer.-
Interactive Brokers (IB)On set up of the connection, Interactive Broker import the previous 7 days of historyTwice per day IB sends a Activity file that includes your days trading.
UBS-Import trades using Sharesight’s Trade Confirmation Emails feature.
YahooImport historical trades into Sharesight using the Broker Importer.-

Supported American Brokers and Providers

BrokerImporting historyImporting ongoing trades
Ally Invest-Import trades using Sharesight’s Trade Confirmation Emails feature. You need to manually forward the trade confirmation on to Sharesight.
Apex Clearing-Import trades using Sharesight’s Trade Confirmation Emails feature. You need to manually forward the trade confirmation on to Sharesight.
Charles SchwabImport historical trades into Sharesight using the Broker Importer.Import trades using Sharesight’s Trade Confirmation Emails feature.
Etrade US-Import trades using Sharesight’s Trade Confirmation Emails feature. You need to manually forward the trade confirmation on to Sharesight.
Fidelity Investments-Import trades using Sharesight’s Trade Confirmation Emails feature. You need to manually forward the trade confirmation on to Sharesight.
Firstrade-Import trades using Sharesight’s Trade Confirmation Emails feature. You need to manually forward the trade confirmation on to Sharesight.
Interactive Brokers (IB)On set up of the connection, Interactive Broker imports the previous 7 days of trade history.Twice per day IB sends a Activity file that includes your days trading.
MFinance-Import trades using Sharesight’s Trade Confirmation Emails feature. You need to manually forward the trade confirmation on to Sharesight.
M1 Finance-Import trades using Sharesight’s Trade Confirmation Emails feature. You need to manually forward the trade confirmation on to Sharesight.
Merrill-Import trades using Sharesight’s Trade Confirmation Emails feature. You need to manually forward the trade confirmation on to Sharesight.
Robinhood-Import trades using Sharesight’s Trade Confirmation Emails feature. You need to manually forward the trade confirmation on to Sharesight.
TD Ameritrade-Import trades using Sharesight’s Trade Confirmation Emails feature. You need to manually forward the trade confirmation on to Sharesight.
Vanguard-Import trades using Sharesight’s Trade Confirmation Emails feature. You need to manually forward the trade confirmation on to Sharesight.

Supported Asian Brokers and Providers

BrokerImporting historyImporting ongoing trades
UBS (Hong Kong)-Import trades using Sharesight’s Trade Confirmation Emails feature.
Futu Securities International-Import trades using Sharesight’s Trade Confirmation Emails feature.

Supported Australia Brokers and Providers

BrokerImporting historyImporting ongoing trades
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.
amscotSharesight partner, amscot has utilised Sharesight connect , opt to have historical trades imported.Sharesight connect automatically populate trades in Sharesight.
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 DirectSharesight 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.
BOQSharesight 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.
BT Portfolio Services-Import trades using Sharesight’s Trade Confirmation Emails feature. You need to manually forward the trade confirmation on to Sharesight.
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.
Charles Schwab-Import trades using Sharesight’s Trade Confirmation Emails feature.
CommSec or Commonwealth Securities or CommSec Adviser ServicesImport 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.
CPS Capital Group-Import trades using Sharesight’s Trade Confirmation Emails feature.
CMC Markets StockbrokingSharesight 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.
e.brokingSharesight 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.
61 Financial-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 FinanceImport historical trades into Sharesight using the Broker Importer.-
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.
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.
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.
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.
MarketechSharesight 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.
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.
PearlerSharesight 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.
PraemiumImport 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 MarketsSharesight partner, Sharesight connect utilised; opt to have historical tradesSyncing 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.
SelfWealthImport 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.
Shaw Stockbroking-Import trades using Sharesight’s Trade Confirmation Emails feature.
Somerset Smith-Import trades using Sharesight’s Trade Confirmation Emails feature.
StakeImport 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.
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.
Wentworth Global Securities-Import trades using Sharesight’s Trade Confirmation Emails feature.
Westar Capital-Import trades using Sharesight’s Trade Confirmation Emails feature.
WestpacImport 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.
YahooImport historical trades into Sharesight using the Broker Importer.-
YOC Securities-Import trades using Sharesight’s Trade Confirmation Emails feature.

Supported Canadian Brokers and Providers

BrokerImporting historyImporting ongoing trades
Canadian ShareOwner Investments Inc-Import trades using Sharesight’s Trade Confirmation Emails feature.
BMO InvestorLineImport historical trades into Sharesight using the Broker Importer.-
CIBC Investors EdgeImport historical trades into Sharesight using the Broker Importer.Import trades using Sharesight’s Trade Confirmation Emails feature.
Credential DirectImport historical trades into Sharesight using the Broker Importer.-
DesjardinsImport historical trades into Sharesight using the Broker Importer.-
Google FinanceImport historical trades into Sharesight using the Broker Importer.-
HSBC Invest Direct.Import historical trades into Sharesight using the Broker Importer.-
Interactive Brokers (IB)On set up of the connection, Interactive Broker import the previous 7 days of historyTwice per day IB sends a Activity file that includes your days trading.
National Bank Direct BrokerageImport historical trades into Sharesight using the Broker Importer.-
Qtrade InvestorImport historical trades into Sharesight using the Broker Importer.-
QuestradeImport historical trades into Sharesight using the Broker Importer.-
RBC DirectImport historical trades into Sharesight using the Broker Importer.-
ScotiabankImport historical trades into Sharesight using the Broker Importer.Import trades using Sharesight’s Trade Confirmation Emails feature.
Scotia Wealth Management-Import trades using Sharesight’s Trade Confirmation Emails feature.
Shareowner-Import trades using Sharesight’s Trade Confirmation Emails feature.
TD Direct Investing.Import historical trades into Sharesight using the Broker Importer.Import trades using Sharesight’s Trade Confirmation Emails feature. You need to manually forward the trade confirmation on to Sharesight.
Virtual BrokersImport historical trades into Sharesight using the Broker Importer.-
YahooImport historical trades into Sharesight using the Broker Importer.-

Supported European Brokers and Providers

BrokerImporting historyImporting ongoing trades
Banque J. Safra Sarasin SA-Import trades using Sharesight’s Trade Confirmation Emails feature.
Internaxx-Import trades using Sharesight’s Trade Confirmation Emails feature.
Interactive Brokers (IB)On set up of the connection, Interactive Broker import the previous 7 days of historyTwice per day IB sends a Activity file that includes your days trading.
UBS Switzerland AG-Import trades using Sharesight’s Trade Confirmation Emails feature.

Supported UK Brokers and Providers

BrokerImporting historyImporting ongoing trades
Cazenove UK-Import trades using Sharesight’s Trade Confirmation Emails feature.
Close Brothers Asset Management-Import trades using Sharesight’s Trade Confirmation Emails feature.
Charles Stanley-Import trades using Sharesight’s Trade Confirmation Emails feature.
FinecoBank-Import trades using Sharesight’s Trade Confirmation Emails feature.
Hargreaves Lansdown-Import trades using Sharesight’s Trade Confirmation Emails feature.
Interactive Brokers (IB)On set up of the connection, Interactive Broker import the previous 7 days of historyTwice per day IB sends a Activity file that includes your days trading.
Interactive Investor-Import trades using Sharesight’s Trade Confirmation Emails feature. You need to manually forward trade confirmations
Global Prime Partners (GPP)-Import trades using Sharesight’s Trade Confirmation Emails feature.
PraemiumImport historical trades into Sharesight using the Broker Importer.-
TD Direct Investing-Import trades using Sharesight’s Trade Confirmation Emails feature. You need to manually forward the trade confirmation on to Sharesight.
Trading212-Import trades using Sharesight’s Trade Confirmation Emails feature. You need to manually forward the trade confirmation on to Sharesight.

Supported Africa Brokers and Providers

BrokerImporting historyImporting ongoing trades
Citadel Investment Services-Import trades using Sharesight’s Trade Confirmation Emails feature.

Note: Sharesight will never remember or store broker or provider login details. You are simply using your private login to download your trading data, which is then uploaded on your behalf.

Would you like us to support your broker’s trade confirmations (contract notes)?

If your broker is not on the list, ask us to support your broker’s trade confirmations.

In order to support a broker’s trade confirmations we require:

  1. Examples of buy and sell trade confirmations.
  2. The email address the broker sends them from.
  3. The subject line of the emails.

Last modified on August 26, 2021 UTC

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