Manually forwarding broker contract notesContent also available for tax entities or on our global site.
It is possible to manually forward contract notes to Sharesight yourself.
You may wish to do this if your broker is unable to email them to Sharesight or if you wish to populate your portfolio through historical contract notes.
Note: Only forward valid contract notes in PDF format - Invoices, remittance advice, order confirmations, etc, are unable to be processed.
In order to ensure correct processing, please ensure that you:
1 – Set up the Broker Email Importer feature in your Sharesight portfolio.
2 – When forwarding on your brokers contract note: - Send the email to the unique email address for your portfolio, generates by Sharesight. - In the subject line include the exact spelling of the broker’s name.
Note: In order to ensure a correct match, type the broker’s name exactly as it appears in our list of supported brokers.
Last modified on March 16, 2020 UTC