Supported brokers' trade confirmations
Content also available for New Zealand, Australian, Canadian, and UK tax entities. Sharesight supports trade confirmations (contract notes) from over 100 online brokers - meaning your trade data can be automatically imported into your investment portfolio via the Sharesight Trade Confirmation Emails feature.
NOTE: If you use CMC Markets Stockbroking, Bendigo Invest Direct, eBroking, Bank of Queensland, Hatch, Saxo Markets or Direct Broking, you can automatically link your accounts using Sharesight Connect.
Supported American Brokers
Supported Australian Brokers
| Broker | Notes |
|---|
| Advantage | |
| Alto Capital | |
| Amscot | |
| ANZ Share Investing | previously Etrade |
| Argonaut Securities | |
| AUSIEX | |
| Baillieu Holst | |
| Barclay Wells | |
| BBY | |
| Bell Direct (and Desktop Broker) | |
| Bell Potter | |
| Bellmont Securities | |
| Bendigo Invest Direct | also available via Sharesight Connect |
| BGF Equities | |
| Blackswan Equities | |
| Blue Ocean Equities | |
| BNY Mellon | |
| Boag | |
| Bridges Financial Services | |
| BT Panorama | manually forward contract notes |
| Canaccord Genuity | |
| Cashel Financial Services | |
| CCZ Statton Equities | |
| Centra Wealth | |
| Chancellor | |
| Charles Schwab | |
| Commonwealth Securities or Commsec or CommSec Adviser Services | |
| Core Equity Services | |
| Count Financial (Commsec Adviser Services) | |
| CMC Markets Stockbroking | also available via Sharesight Connect |
| Credit Suisse (Australia) | |
| Crestone | |
| D.J. Carmichael | |
| eBroking | also available via Sharesight Connect |
| EL & C Baillieu | |
| Equity&Super | |
| Etrade1 | use either Etrade or ANZ Share Investing as subject line |
| Euroz Securities | |
| Evans and Partners | |
| FinEx (FinClear Execution Limited) | |
| Fortitude | |
| Foster Stockbroking | |
| Firstrade | |
| Futurity Private | via BBY |
| Hartleys | |
| HSBC | |
| IG Markets | |
| ING Direct | manually forward contract notes |
| Jarden | |
| JBWere AU | |
| Karri Asset Advisers | via Core Equity Services |
| Kimber Capital | |
| Kodari Securities | |
| Lodge Partners | |
| Lonsec | |
| Macrovue | |
| Macquarie Online Trading | |
| Macquarie Private Wealth | |
| Macquarie Prime2 | |
| Magellan | |
| Marketech | |
| Merrill | |
| Mint Partners | |
| Moelis Australia Securities | |
| Morgan Stanley | |
| Morgans | |
| MyWealth (Commonwealth Bank) | |
| NABtrade | |
| NetWealth | |
| New York Securities | |
| NorthOnline | |
| Open Trader | |
| Ord Minnett | |
| Pac Partner | |
| Patersons | |
| Peloton Capital | |
| Perennial Wealth Management | |
| Pershing | |
| Phillip Capital | manually forward contract notes |
| Prescott Securities | |
| Prosperion Wealth Management | |
| Raiz Invest |   |
| Raven Capital | |
| RBS Morgans | |
| Rivkin Securities | |
| RM Capital | |
| Saxo Capital Markets | manually forward contract notes |
| Select Equities | |
| SelfWealth | |
| Sequoia Wealth Management | |
| Shadforth | |
| Shaw Stockbroking | |
| Somerset Smith | |
| Stake | Forward confirmation email on to the Trade Confirmation Emails tool |
| St George Direct | |
| State One | |
| Stellan Capital | |
| Suncorp | |
| Superhero | Downloaded trade confirmations from your account & email on to the Trade Confirmation Emails tool with Superhero in the email subject title |
| Stellan Capital | |
| Taylor Collison | |
| Tribeca | |
| Triple C Consulting | |
| UBS Securities | |
| Vertical Capital Markets | |
| Wentworth Global Securities | |
| Westpac | |
| William Shaw Securities | |
| Wilson HTM | |
Supported Canadian Brokers
Supported European Brokers
Supported NZ Brokers
| Broker | Notes |
|---|
| ANZ Shares & Bonds | |
| ASB Securities | |
| Craigs Investment Partners | |
| Direct Broking | formerly ANZ Securities |
| First NZ Capital | |
| Forsyth Barr | |
| Hamilton Hindin Greene | |
| Hatch | manually forward ‘order update’ emails |
| Jarden Direct | |
| JB Were | |
| Link Market Services | Currently only available for Smartshares transactions for initial investments and periodic purchases |
| Macquarie Private Wealth | |
| NZ Somerset Smith Partners | |
Supported UK Brokers
Would you like us to support your broker’s trade confirmations?
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:
- 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.
Last modified on April 21, 2021 UTC
