In the Sharesies app
To update your linked bank consent in Sharesies:
Log in to Sharesies.
Go to Settings > Bank accounts and cards.
Under Linked bank, select ‘Edit’.
To change which bank account is linked, select ‘Change’.
On the ‘Account to send money from’ screen, select one of your listed bank accounts, then select ‘Confirm’.
To unlink a bank account, select ‘Unlink from bank’. From the ‘Unlink with your bank?’ pop-up, select ‘Unlink bank’.
Contact Sharesies customer support
You can contact our Customer Care team at any time via email at help@sharesies.com.au, or by messaging the team in-app.
To message Investor Care through the app:
Log in to Sharesies.
Go to Settings > Send us a message.
Select ‘Messages’, then ‘Ask a question’.
How your data is collected and managed
The Consumer Data Right (CDR) regulates the collection and handling of data in line with privacy safeguards and rules that:
ensure users' data is managed securely
provide users with control over how their data is shared and used.
Accredited Data Recipients (ADRs)
Sharesies is an Accredited Data Recipient (ADR)—an organisation approved under the CDR framework to receive and manage consumer data securely.
We are required to adhere to strict privacy and security rules, ensuring that your data is used only with your consent.
We are expected to:
transparently disclose how data is used
ensure secure storage and transfer of consumer data
implement privacy safeguards to protect user consent.
How this benefits you
Choice and control—you decide what data to share, how it’s used, and who it can be disclosed to.
Manage consent—you can view, modify, or revoke consents at any time.
Data deletion requests—you can request data deletion or de-identification.
Data usage under CDR
We may use the data collected under the CDR framework for:
Personalised services—tailoring to user activities.
Operational purposes—preventing fraud, detecting abuse, and generating analytical insights using de-identified data.
Communication—sending updates and notifications aligned with user preferences.
Data retention and de-identification
You have the right to request data deletion at any time.
Upon withdrawal of consent:
your data will be securely deleted
Redundant data will be destroyed (except for specific use cases when we are required by law to retain it for a longer period).
De-identification process
De-identification involves removing identifiable information while retaining anonymised data for operational purposes, such as analytics and fraud prevention.
Steps include:
Removing your personal information from transactions
Stripping timestamps and descriptions that reveal specific details
Aggregating data to ensure anonymity
We may use de-identified data for improving services, creating insights, and operational analysis.
Retention policy
We’ll always ensure your data is deleted or de-identified promptly when it is no longer required (either when your data sharing consent expires or within 24 hours of receiving a request to revoke consent).