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How do I invite my unregistered shareholders or members to Sharesies Private?

Alison Perkins avatar
Written by Alison Perkins
Updated over a month ago

As part of your Sharesies Private share register onboarding we will invite your shareholders or members to create a free Sharesies Private login to view their holding.

If one of your shareholders or members doesn't create an Sharesies Private account, you can send them a follow up email to re-invite them.

From your left side menu visit 'Share register' > 'Shareholders' (New Zealand) or 'Register of members' > 'Members' (Australia).

Click on the 'Actions' icon (3 vertical dots) to the right of the shareholder or member you would like to invite. Select 'Invite [name]' from the dropdown menu. The invite option will not be available if the shareholder already has a Sharesies Private account, or if the shareholder does not have an email address entered.

You can add a personalised message to your invitation. Click the 'Resend' button.

A message will pop up to confirm that we're sending out the email invitation:

This is the email delivered to the shareholder or member:

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