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.
Broker Email Import feature - Automatically populate trades in Sharesight using your trade confirmation. 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 Provider
| Broker | Importing history | Importing ongoing trades |
|---|---|---|
| ANZ Shares & Bonds | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| ASB Securities | Import historical trades into Sharesight using the Broker Importer. | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| Craigs Investment Partners | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| Direct Broking, formerly ANZ Securities | Import historical trades into Sharesight using the Broker Importer. | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| First NZ Capital | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| Forsyth Barr | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. | |
| Hamilton Hindin Greene | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| Hatch | Sharesight partner, Sharesight connect utilised, opt to have historical trades imported. | Sharesight connect automatically populate trades in Sharesight. |
| Interactive Brokers (IB) | On set up of the connection, Interactive Broker import the previous 7 days of history | Once per day IB sends a file that includes your days trading. Upload at approx 9:15 pm AEST. |
| JB Were | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| Link Market Services | - | (Currently only available for Smartshares transactions.) Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| Macquarie Private Wealth | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| NZ Somerset Smith Partners | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import 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 Broker Email Import feature](/contract_notes/) you manually forward contract notes. |
| Yahoo | Import historical trades into Sharesight using the Broker Importer. | - |
Supported American Brokers
| Broker | Importing history | Importing ongoing trades |
|---|---|---|
| Interactive Brokers (IB) | On set up of the connection, Interactive Broker imports the previous 7 days of trade history. | Once per day IB sends a file that includes your days trading. Upload at approx 9:15 pm AEST. |
| Robinhood | - | Automatically populate trades in Sharesight using your trade confirmation and Sharesight’s Broker Email Import feature. You need to manually forward the trade confirmation on to Sharesight. |
Supported Australia Brokers
| Broker | Importing history | Importing ongoing trades |
|---|---|---|
| Advantage | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| Alto Capital | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| amscot | Sharesight 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. | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| Argonaut Securities | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| AUSIEX | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| Baillieu Holst | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| Barclay Wells | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| BBY | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| Bell Direct (and Desktop Broker) | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| Bell Potter | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| Bellmont Securities | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| Bendigo Invest Direct | Sharesight partner,Bendigo Invest Direct have utilised Sharesight connect , opt to have historical trades imported. | Sharesight connect automatically populate trades in Sharesight. |
| BGF Equities | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| Blackswan Equities | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| Blue Ocean Equities | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| BNY Mellon | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| BOQ | Sharesight partner, Sharesight connect utilised; future trades automatically populated in Sharesight, can opt to have historical trades imported. | |
| Bridges Financial Services | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| BT Panorama | - | Automatically populate trades in Sharesight using your trade confirmation and Sharesight’s Broker Email Import feature. You need to manually forward the trade confirmation on to Sharesight. |
| Canaccord Genuity | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| Cashel Financial Services | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| CCZ Statton Equities | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| Centra Wealth | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| Charles Schwab | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| CommSec or Commonwealth Securities or CommSec Adviser Services | Import historical trades into Sharesight using the Broker Importer. | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| Core Equity Services | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| Count Financial (Commsec Adviser Services) | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| CMC Markets Stockbroking | Sharesight partner, Sharesight connect utilised, opt to have historical trades imported. | Sharesight connect automatically populate trades in Sharesight. |
| Credit Suisse (Australia) | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| Crestone | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| D.J. Carmichael | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| e.broking | Sharesight partner, Sharesight connect utilised, opt to have historical trades imported. | Sharesight connect automatically populate trades in Sharesight. |
| EL & C Baillieu | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| Equity&Super | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| Etrade1 | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import 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 | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| Evans and Partners | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| FinEx (FinClear Execution Limited) | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| Foster Stockbroking | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| Futurity Private | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. You need to manually forward the contract note on to Sharesight with the email subject line as BBY. |
| Goldman Sachs | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| Google Finance | Import historical trades into Sharesight using the Broker Importer. | - |
| Hartleys | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| HSBC | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| IG Markets | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| ING Direct | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. You need to manually forward the contract note on to Sharesight. |
| Interactive Brokers (IB) | On set up of the connection, Interactive Broker import the previous 7 days of history. | Once per day IB sends a file that includes your days trading. Upload at approx 9:15 pm AEST. |
| Jarden | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| JBWere AU | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| Karri Asset Advisers | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. You need to manually forward the contract note on to Sharesight with the email subject line as Core Equity Services. |
| Kimber Capital | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| Lodge Partners | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| Lonsec | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| Macrovue | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| Macquarie Online Trading | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| Macquarie Private Wealth | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| Macquarie Prime2 | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| Mint Partners | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| Moelis Australia Securities | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| Morgan Stanley | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| Morgans | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| MyWealth (Commonwealth Bank) | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| nabtrade | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| NetWealth | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| New York Securities | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| Open Markets | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| Ord Minnett | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| Patersons | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| Peloton Capital | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| Perennial Wealth Management | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| Pershing | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| Praemium | Import historical trades into Sharesight using the Broker Importer. | - |
| Petra Capital | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| Prescott Securities | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| Prosperion Wealth Management | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| Raven Capital | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| RBS Morgans | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| Rivkin Securities | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| RM Capital | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import 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 Broker Email Import feature you manually forward contract notes. |
| Select Equities | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| SelfWealth | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| Sequoia Wealth Management | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| Shadforth | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| Shaw Stockbroking | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| Somerset Smith | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| Stake | Import historical trades into Sharesight using the Broker Importer & the file Stake emailed. | Automatically populate trades in Sharesight using your trade confirmation emails and Sharesight’s Broker Email Import feature. You need to manually forward the email trade confirmation on to Sharesight. |
| St George Direct | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| State One | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| Suncorp | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| Taylor Collison | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| Tribeca | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| Triple C Consulting | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| UBS Securities | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| Vertical Capital Markets | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| Wentworth Global Securities | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| Westpac | Import historical trades into Sharesight using the Broker Importer. | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| William Shaw Securities | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| Wilson HTM | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Broker Email Import feature. |
| Yahoo | Import historical trades into Sharesight using the Broker Importer. | - |
Supported Canadian Brokers and Provider
| Broker | Importing history | Importing ongoing trades |
|---|---|---|
| BMO InvestorLine | Import historical trades into Sharesight using the Broker Importer. | - |
| CIBC Investors Edge | Import historical trades into Sharesight using the Broker Importer. | Automatically populate trades in Sharesight using your trade confirmation and Sharesight’s Broker Email Import feature. |
| Credential Direct | Import historical trades into Sharesight using the Broker Importer. | - |
| Desjardins | Import historical trades into Sharesight using the Broker Importer. | - |
| Google Finance | Import 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 history | Once per day IB sends a file that includes your days trading. Upload at approx 9:15 pm AEST. |
| National Bank Direct Brokerage | Import historical trades into Sharesight using the Broker Importer. | - |
| Qtrade Investor | Import historical trades into Sharesight using the Broker Importer. | - |
| Questrade | Import historical trades into Sharesight using the Broker Importer. | - |
| RBC Direct | Import historical trades into Sharesight using the Broker Importer. | - |
| Scotiabank | Import historical trades into Sharesight using the Broker Importer. | Automatically populate trades in Sharesight using your trade confirmations and Sharesight’s Broker Email Import feature. |
| TD Direct Investing. | Import historical trades into Sharesight using the Broker Importer. | Automatically populate trades in Sharesight using your trade confirmations and Sharesight’s Broker Email Import feature. You need to manually forward the trade confirmation on to Sharesight. |
| Virtual Brokers | Import historical trades into Sharesight using the Broker Importer. | - |
| Yahoo | Import historical trades into Sharesight using the Broker Importer. | - |
Supported European Brokers
| Broker | Importing history | Importing ongoing trades |
|---|---|---|
| Internaxx | - | Automatically populate trades in Sharesight using your trade confirmations and Sharesight’s Broker Email Import feature. |
| Interactive Brokers (IB) | On set up of the connection, Interactive Broker import the previous 7 days of history | Once per day IB sends a file that includes your days trading. Upload at approx 9:15 pm AEST. |
| Saxo Markets | Sharesight partner, Sharesight connect utilised; opt to have historical trades. | Syncing recent trades or automatically populate future trades in Sharesight using the Broker Email Import feature you manually forward contract notes. |
Supported Global Brokers and Provider
| Broker | Importing history | Importing ongoing trades |
|---|---|---|
| Google Finance | 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 history | Once per day IB sends a file that includes your days trading. Upload at approx 9:15 pm AEST. |
| Saxo Markets | Sharesight partner, Sharesight connect utilised; opt to have historical trades. | Syncing recent trades or automatically populate future trades in Sharesight using the Broker Email Import feature you manually forward contract notes. |
| Yahoo | Import historical trades into Sharesight using the Broker Importer. | - |
Supported UK Brokers
| Broker | Importing history | Importing ongoing trades |
|---|---|---|
| Charles Stanley | - | Automatically populate trades in Sharesight using your trade confirmations and Sharesight’s Broker Email Import feature. |
| Hargreaves Lansdown | - | Automatically populate trades in Sharesight using your trade confirmations and Sharesight’s Broker Email Import feature. |
| Interactive Brokers (IB) | On set up of the connection, Interactive Broker import the previous 7 days of history | Once per day IB sends a file that includes your days trading. Upload at approx 9:15 pm AEST. |
| Interactive Investor | - | Automatically populate trades in Sharesight using your trade confirmations and Sharesight’s Broker Email Import feature. You need to manually forward trade confirmations |
| Global Prime Partners (GPP) | - | Automatically populate trades in Sharesight using your trade confirmations and Sharesight’s Broker Email Import feature. |
| Praemium | Import historical trades into Sharesight using the Broker Importer. | - |
| Saxo Markets | Sharesight partner, Sharesight connect utilised; opt to have historical trades. | Syncing recent trades or automatically populate future trades in Sharesight using the Broker Email Import feature you manually forward contract notes. |
| TD Direct Investing | - | Automatically populate trades in Sharesight using your trade confirmations and Sharesight’s Broker Email Import feature. You need to manually forward the trade confirmation on to Sharesight. |
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 (contract notes).
In order to support a broker’s trade confirmations (contract notes) we require:
- Examples of buy and sell trade confirmations (the more the better).
- The email address the broker sends them from.
- 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 25, 2020 UTC