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Manage your Sharesies account
Manage your Sharesies account
Helpful info to get you up to speed with your Sharesies account.
13 articles in this collection
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Sharesies Help
Create, edit, or delete a top-up goal
Decide on a regular top-up amount, how often you plan to top up, and your goal amount—we’ll keep tabs on how you're tracking.
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Sharesies Help
Updated over a week ago
Investment report, transaction report (CSV), and contract notes
Access your investment report, transaction report, or contract notes within your Sharesies account.
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Sharesies Help
Updated over a week ago
Connect to Sharesight
You have the ability to connect your Sharesies Portfolio to a Sharesight account.
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Sharesies Help
Updated over a week ago
Set up face or fingerprint authentication or PIN
Open the Sharesies app on your mobile device or tablet, or download the app if you haven’t already to get started.
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Sharesies Help
Updated over a week ago
Exclude sold investments from your returns
Change the way you view your Portfolio and investment returns by including or excluding sold investments.
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Sharesies Help
Updated over a week ago
Sharesies mobile app
Download the Sharesies mobile app from the App Store or Google Play Store.
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Sharesies Help
Updated over a week ago
Set up two-factor authentication (2FA)
Turn on 2FA within Settings to add an extra layer of security to your account. This is an opt-in feature.
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Sharesies Help
Updated over a week ago
Reset two-factor authentication (2FA)
If you’re locked out of your account, or can’t access your authenticator app, you’ll need to complete an identity check.
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Sharesies Help
Updated over a week ago
Restricted account
If your address hasn’t been verified within seven days of you signing up, we’ll need to place temporary restrictions on your account.
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Sharesies Help
Updated over a week ago
Frozen account
If we don't have the info we need from you to provide financial services to you, we may temporarily freeze your account.
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Sharesies Help
Updated over a week ago
Notification centre
Manage your Sharesies email preferences.
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Sharesies Help
Updated over a week ago
Close your Sharesies account
If Sharesies isn't for you, you can close your account. You can either close it for good, or keep it open if you'd like to return later.
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Sharesies Help
Updated over a week ago
Sharesies web app
Download the mobile app from the App Store or Google Play Store. Otherwise, add the web app bookmark to your home screen.
Written by
Sharesies Help
Updated over a week ago