Supported Brokers

Content also available for New Zealand, Australian, and Canadian 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 (contract notes). 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 UK Brokers and Providers

Broker	Importing history	Importing ongoing trades
Cazenove UK	-	Automatically populate trades in Sharesight using your trade confirmations and Sharesight’s Trade Confirmation Emails feature.
Charles Stanley	-	Automatically populate trades in Sharesight using your trade confirmations and Sharesight’s Trade Confirmation Emails feature.
FinecoBank	-	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	Twice per day IB sends a Activity file that includes your days trading.
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.	-
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.
Trading212	-	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.

Supported Global Brokers and Providers

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	Twice per day IB sends a Activity file that includes your days trading.
UBS	-	Automatically populate trades in Sharesight using your trade confirmations and Sharesight’s Trade Confirmation Emails feature.
Yahoo	Import historical trades into Sharesight using the Broker Importer.	-

Supported American Brokers and Providers

Broker	Importing history	Importing ongoing trades
Ally Invest	-	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.
Apex Clearing	-	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.
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.
Etrade US	-	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.
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.
Firstrade	-	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.	Twice per day IB sends a Activity file that includes your days trading.
MFinance	-	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.
M1 Finance	-	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.
Merrill	-	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.
Robinhood	-	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.
TD Ameritrade	-	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.
Vanguard	-	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.

Supported Asian Brokers and Providers

Broker	Importing history	Importing ongoing trades
UBS (Hong Kong)	-	Automatically populate trades in Sharesight using your allocation emails and Sharesight’s Trade Confirmation Emails feature.
Futu Securities International	-	Automatically populate trades in Sharesight using your trade confirmations and Sharesight’s Trade Confirmation Emails feature.

Supported Australia Brokers and Providers

Broker	Importing history	Importing ongoing trades
180Markets	-	Automatically populate trades in Sharesight using your allocation emails and Sharesight’s Trade Confirmation Emails feature.
Advantage	-	Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature.
Affinity Wealth Services	-	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.
APP Securities	-	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.
Ascot Securities	-	Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature.
Ashanti Capital	-	Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature.
Atlantic Pacific 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.
Baker Young Limited	-	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 populates trades in Sharesight.
Bennelong Funds Management	-	Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature.
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.
BT Portfolio Services	-	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.
BW Equities	-	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.
Carnbrea & Co Limited	-	Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature.
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.
Centec Securities Pty Ltd	-	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.
Charter Financial Planning Limited	-	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. Watch video tutorial
CommSec International	-	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.
Conrad Capital Group	-	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.
CPS Capital Group	-	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 populates 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.
Elston Financial Solutions	-	Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature.
Emerald Financial Group	-	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.
Escala Partners	-	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.
61 Financial	-	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.
Firstrade	-	Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature.
Fortitude	-	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.
GBA Capital	-	Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails 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 Trade Confirmation Emails feature.
HSBC	-	Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature.
Independent Reserve	-	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 imports the previous 7 days of history.	Twice per day IB sends a Activity file that includes your days trading.
Integrated Portfolio Solutions	-	Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature.
Integrity Private Wealth	-	Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature.
Investec	-	Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature.
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.
Kodari Securities	-	Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature.
Koda Capital	-	Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature.
Kimber Capital	-	Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature.
Kingfisher Capital Partners	-	Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature.
Link Markets Australia	-	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.
Magellan	-	Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature.
Marketech	Sharesight partner, opt to have historical trades imported.	Connect your Marketech account for your buy and sell trades to be automatically populated in Sharesight each time you trade and to import your trading history from Marketech.
Merrill	-	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.
Monex 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.
Nascent Capital Partners	-	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]
One Off Trades	-	Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature.
OpenTrader	-	Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature.
Openmarkets	-	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.
Pearler	Sharesight partner, opt to have historical trades imported.	Connect your Pearler account for your trades to be automatically populated in Sharesight each time you trade and to import your trading history from Pearler.
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.
PhillipCapital	-	Automatically populate trades in Sharesight using your Australian trade confirmations and Sharesight’s Trade Confirmation Emails feature. You need to manually forward the Australian trade confirmation on to Sharesight.
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.
PPN Wealth	-	Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature.
Raiz Invest (Acorn Australia)	-	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.
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.
Sanlam Private Wealth	-	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.
Stellan Capital	-	Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature.
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.
Superhero	-	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].
Taylor Collison	-	Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature.
Taurus Capital Group	-	Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature.
TMS Capital	-	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.
Veritas Securities Limited	-	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.
Westar Capital	-	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.	-
YOC Securities	-	Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature.

Supported Canadian Brokers and Providers

Broker	Importing history	Importing ongoing trades
Canadian ShareOwner Investments Inc	-	Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature.
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	Twice per day IB sends a Activity file that includes your days trading.
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.
Scotia Wealth Management	-	Automatically populate trades in Sharesight using your trade confirmations and Sharesight’s Trade Confirmation Emails feature.
Shareowner	-	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 and Providers

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	Twice per day IB sends a Activity file that includes your days trading.

Supported New Zealand Brokers and Providers

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.	Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature.
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.
Hobson Wealth Partners	-	Automatically populate trades in Sharesight using your contract notes 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	Twice per day IB sends a Activity file that includes your days trading.
Jarden Direct	-	Automatically populate trades in Sharesight using your contract notes and Sharesight’s Trade Confirmation Emails feature.
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, for initial investments and periodic purchases.) 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.
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.
Yahoo	Import historical trades into Sharesight using the Broker Importer.	-

Supported Africa Brokers and Providers

Broker	Importing history	Importing ongoing trades
Citadel Investment Services	-	Automatically populate trades in Sharesight using your trade confirmations and Sharesight’s Trade Confirmation Emails feature.

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.

In order to support a broker’s trade confirmations we require:

Examples of buy and sell trade confirmations.
The email address the broker sends them from.
The subject line of the emails.

Last modified on July 29, 2021 UTC

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