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Manage your Sharesies account

Manage your Sharesies account

Helpful info to get you up to speed with your Sharesies account.

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13 articles in this collection
Written by 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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Written by 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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Written by 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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Written by 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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Written by 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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Written by 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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Written by 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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Written by 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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Written by 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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Written by 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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Written by Sharesies Help
Updated over a week ago

Notification centre

Manage your Sharesies email preferences.
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Written by 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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Written by 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.
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Written by Sharesies Help
Updated over a week ago