Supported brokers' contract notes

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

Sharesight supports contract notes from over 95 online brokers - meaning your trade data can be automatically imported into your investment portfolio via the Sharesight Broker email import feature.

Supported UK Brokers

Hargreaves Lansdown 
Interactive Investormanually forward contract notes

Supported Australian Brokers

Alto Capital 
ANZ Share Investingpreviously Etrade
Argonaut Securities 
Baillieu Holst 
Barclay Wells 
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) 
D.J. Carmichael 
eBrokingalso available via Sharesight Connect
EL & C Baillieu 
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 
ING Directmanually forward contract notes
JBWere AU 
Karri Asset Advisersvia Core Equity Services
Kimber Capital 
Lodge Partners 
Macquarie Online Trading 
Macquarie Private Wealth 
Macquarie Prime2 
Moelis Australia Securities 
Morgan Stanley 
MyWealth (Commonwealth Bank) 
New York Securities 
Open Markets 
Ord Minnett 
Peloton Capital 
Perennial Wealth Management 
Petra Capital 
Prescott Securities 
Prosperion Wealth Management 
Raven Capital 
RBS Morgans 
Rivkin Securities 
RM Capital 
Select Equities 
Sequoia Wealth Management 
Shaw Stockbroking 
Somerset Smith 
St George Direct 
State One 
Taylor Collison 
Triple C Consulting 
UBS Securities 
Vertical Capital Markets 
Wentworth Global Securities 
William Shaw Securities 
Wilson HTM 

Supported Canadian Brokers

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

Supported NZ Brokers

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 

Would you like us to support your favourite broker?

If your broker is not on the list, ask us to support your broker by ‘sharing an idea’ on the community forum. If someone else has already suggested that we add your broker, please click the ‘+1’ button to add your vote. This will allow us to prioritise support for additional brokers.

1 If your ETrade contract notes are password protected, you must save your password in the ‘contract notes password’ field under Settings » Broker Email Import E*TradePasswordNewSS4

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 June 1, 2018 UTC