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. 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 Trade Confirmation Emails feature. |
| ASB Securities | Import historical trades into Sharesight using the Broker Importer. | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature. |
| Craigs Investment Partners | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature. |
| Direct Broking, formerly ANZ Securities | Import historical trades into Sharesight using the Broker Importer. | Sharesight partner, Sharesight connect utilised |
| First NZ Capital | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature. |
| Forsyth Barr | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature. | |
| Hamilton Hindin Greene | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails 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 Trade Confirmation Emails feature. |
| Link Market Services | - | (Currently only available for Smartshares transactions.) Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature. |
| Macquarie Private Wealth | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature. |
| NZ Somerset Smith Partners | - | Automatically populate trades in Sharesight using your contract notes and 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. |
| Yahoo | Import historical trades into Sharesight using the Broker Importer. | - |
Supported American Brokers
| Broker | Importing history | Importing ongoing trades |
|---|---|---|
| Apex | manually forward contract notes | |
| Charles Schwab | Import historical trades into Sharesight using the Broker Importer. | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature. |
| Fidelity Investments | - | Automatically populate trades in Sharesight using your trade confirmation and 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. | Once per day IB sends a file that includes your days trading. Upload at approx 9:15 pm AEST. |
| MFinance | manually forward contract notes | |
| Robinhood | manually forward contract notes | |
| Vanguard | manually forward contract notes |
Supported Australia Brokers
| Broker | Importing history | Importing ongoing trades |
|---|---|---|
| Advantage | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature. |
| Alto Capital | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails 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 Trade Confirmation Emails feature. |
| Argonaut Securities | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature. |
| AUSIEX | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature. |
| Baillieu Holst | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature. |
| Barclay Wells | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature. |
| BBY | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature. |
| Bell Direct (and Desktop Broker) | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature. |
| Bell Potter | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature. |
| Bellmont Securities | - | Automatically populate trades in Sharesight using your contract notes and 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 populate trades in Sharesight. |
| BGF Equities | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature. |
| Blackswan Equities | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature. |
| Blue Ocean Equities | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature. |
| BNY Mellon | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature. |
| Boag | - | Automatically populate trades in Sharesight using your contract notes and 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 | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature. |
| BT Panorama | - | Automatically populate trades in Sharesight using your trade confirmation and Sharesight’s Trade Confirmation Emails 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 Trade Confirmation Emails feature. |
| Cashel Financial Services | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature. |
| CCZ Statton Equities | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature. |
| Centra Wealth | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature. |
| Chancellor | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature. |
| Charles Schwab | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails 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 Trade Confirmation Emails feature. |
| Core Equity Services | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature. |
| Count Financial (Commsec Adviser Services) | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails 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 Trade Confirmation Emails feature. |
| Crestone | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature. |
| D.J. Carmichael | - | Automatically populate trades in Sharesight using your contract notes and 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 | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature. |
| Equity&Super | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature. |
| Etrade1 | - | Automatically populate trades in Sharesight using your contract notes and 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 | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature. |
| Evans and Partners | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature. |
| FinEx (FinClear Execution Limited) | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature. |
| Foster Stockbroking | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature. |
| Futurity Private | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature. You need to manually forward the contract note on to Sharesight with the email subject line as BBY. |
| Google Finance | Import historical trades into Sharesight using the Broker Importer. | - |
| Hartleys | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature. |
| HSBC | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature. |
| IG Markets | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature. |
| ING Direct | - | Automatically populate trades in Sharesight using your contract notes and 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 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 Trade Confirmation Emails feature. |
| JBWere AU | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature. |
| Karri Asset Advisers | - | Automatically populate trades in Sharesight using your contract notes and 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. |
| Kimber Capital | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature. |
| Lodge Partners | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature. |
| Lonsec | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature. |
| Macrovue | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature. |
| Macquarie Online Trading | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature. |
| Macquarie Private Wealth | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature. |
| Macquarie Prime2 | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature. |
| Mint Partners | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature. |
| Moelis Australia Securities | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature. |
| Morgan Stanley | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature. |
| Morgans | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature. |
| MyWealth (Commonwealth Bank) | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature. |
| nabtrade | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature. |
| NetWealth | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature. |
| New York Securities | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature. |
| North Online | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s [Trade Confirmation Emails feature] (/contract_notes/) |
| Open Markets | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature. |
| Ord Minnett | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature. |
| Pac Partner | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature. |
| Patersons | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature. |
| Peloton Capital | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature. |
| Perennial Wealth Management | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature. |
| Pershing | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails 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 Trade Confirmation Emails feature. |
| Prescott Securities | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature. |
| Prosperion Wealth Management | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature. |
| Raven Capital | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature. |
| RBS Morgans | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature. |
| Rivkin Securities | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature. |
| RM Capital | - | Automatically populate trades in Sharesight using your contract notes and 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 | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature. |
| SelfWealth | Import historical trades into Sharesight using the Broker Importer. | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature. |
| Sequoia Wealth Management | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature. |
| Shadforth | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature. |
| Shaw Stockbroking | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature. |
| Somerset Smith | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails 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 Trade Confirmation Emails 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 Trade Confirmation Emails feature. |
| State One | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature. |
| Suncorp | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature. |
| (/contract_notes/). | ||
| Superhero | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature. | |
| Taylor Collison | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature. |
| Tribeca | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature. |
| Triple C Consulting | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature. |
| UBS Securities | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature. |
| Vertical Capital Markets | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature. |
| Wentworth Global Securities | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature. |
| Westpac | Import historical trades into Sharesight using the Broker Importer. | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature. |
| William Shaw Securities | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature. |
| Wilson HTM | - | Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails 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 Trade Confirmation Emails 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 Trade Confirmation Emails 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 Trade Confirmation Emails 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 Trade Confirmation Emails 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 Trade Confirmation Emails 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 Trade Confirmation Emails 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 Trade Confirmation Emails feature. |
| Hargreaves Lansdown | - | Automatically populate trades in Sharesight using your trade confirmations and Sharesight’s Trade Confirmation Emails 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 Trade Confirmation Emails feature. You need to manually forward trade confirmations |
| Global Prime Partners (GPP) | - | Automatically populate trades in Sharesight using your trade confirmations and Sharesight’s Trade Confirmation Emails 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 Trade Confirmation Emails feature you manually forward contract notes. |
| TD Direct Investing | - | Automatically populate trades in Sharesight using your trade confirmations and Sharesight’s Trade Confirmation Emails 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 January 14, 2021 UTC