Supported brokers' contract notes

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

Sharesight supports contract notes from over 100 online brokers - meaning your trade data can be automatically imported into your investment portfolio via the Sharesight Broker email import feature.

Supported NZ Brokers

BrokerNotes
ANZ Securitiesformerly Direct Broking
ANZ Shares & Bonds 
ASB Securities 
First NZ Capital 
Forsyth Barr 
Hamilton Hindin Greene 
JB Were 
Macquarie Private Wealth 
NZ Somerset Smith Partners 

Supported American Brokers

BrokerNotes
Robinhoodmanually forward contract notes

Supported Australian Brokers

BrokerNotes
Alto Capital 
Amscot 
ANZ Share Investingpreviously Etrade
Argonaut Securities 
AUSIEX 
Baillieu Holst 
Barclay Wells 
BBY 
Bell Direct (and Desktop Broker) 
Bell Potter 
Bellmont Securities 
Bendigo Invest Directalso available via Sharesight Connect
BGF Equities 
Blackswan Equities 
Blue Ocean Equities 
BNY Mellon 
Bridges Financial Services 
Canaccord Genuity 
Cashel Financial Services 
CCZ Statton Equities 
Centra Wealth 
Commonwealth Securities or Commsec or CommSec Adviser Servicesfor international trades, reference Commsec International
Core Equity Services 
Count Financial (Commsec Adviser Services) 
CMC Markets Stockbrokingalso available via Sharesight Connect
Credit Suisse (Australia) 
Crestone 
D.J. Carmichael 
eBrokingalso available via Sharesight Connect
EL & C Baillieu 
Equity&Super 
Etrade1use either Etrade or ANZ Share Investing as subject line
Euroz Securities 
Evans and Partners 
FinEx (FinClear Execution Limited) 
Foster Stockbroking 
Futurity Privatevia BBY
Goldman Sachs 
Hartleys 
Hatchmanually forward contract notes
HSBC 
ING Directmanually forward contract notes
JBWere AU 
Karri Asset Advisersvia Core Equity Services
Kimber Capital 
Lodge Partners 
Lonsec 
Macquarie Online Trading 
Macquarie Private Wealth 
Macquarie Prime2 
Moelis Australia Securities 
Morgan Stanley 
Morgans 
MyWealth (Commonwealth Bank) 
NABtrade 
NetWealth 
New York Securities 
Open Markets 
Ord Minnett 
Patersons 
Peloton Capital 
Perennial Wealth Management 
Pershing 
Petra Capital 
Prescott Securities 
Prosperion Wealth Management 
Raven Capital 
RBS Morgans 
Rivkin Securities 
RM Capital 
Saxo Capital Marketsmanually forward contract notes
Select Equities 
SelfWealth 
Sequoia Wealth Management 
Shadforth 
Shaw Stockbroking 
Somerset Smith 
St George Direct 
State One 
Suncorp 
Taylor Collison 
Tribeca 
Triple C Consulting 
UBS Securities 
Vertical Capital Markets 
Wentworth Global Securities 
Westpac 
William Shaw Securities 
Wilson HTM 

Supported Canadian Brokers

BrokerNotes
CIBC Investor’s Edgemanually forward contract notes
Scotiabankmanually forward contract notes

Supported UK Brokers

BrokerNotes
Hargreaves Lansdown 
Interactive Investormanually forward contract notes
Global Prime Partners (GPP) 

Would you like us to support your broker’s contract notes?

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

In order to support a broker’s contract notes we require:

  1. Examples of buy and sell trade contract notes (the more the better).
  2. The email address the broker sends them from.
  3. 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 November 12, 2018 UTC