Manage your Sharesies account
Helpful info to get you up to speed with your Sharesies account.
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- Sharesies mobile app and widgetsDownload the Sharesies mobile app from the App Store or Google Play Store.
- Sharesies web appDownload the mobile app from the App Store or Google Play Store. Otherwise, add the web app bookmark to your home screen.
- Restricted accountIf your address hasn’t been verified within seven days of you signing up, we’ll need to place temporary restrictions on your account.
- Frozen accountIf we don't have the info we need from you to provide financial services to you, we may temporarily freeze your account.
- Close your Sharesies accountIf 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.
- Account closureThere may be situations where we need to close your Sharesies account—for example, if you breach the Sharesies terms and conditions.
- Outlining your investments in your WillThe beneficiary of your Sharesies account can be included in your Will.
Portfolio
Info about features, reports, and settings related to your Portfolio.
- Notification centreManage your Sharesies email preferences.
- Investment report, transaction report (CSV), and contract notesAccess your investment report, transaction report, or contract notes within your Sharesies account.
- Investment holdings reportFind out about the Sharesies investment holdings report, including what information is included in the report.
- Exclude sold investments from your returnsChange the way you view your Portfolio and investment returns by including or excluding sold investments.
- Connect to SharesightYou have the ability to connect your Sharesies Portfolio to a Sharesight account.
Bank-linking
Info about linking and unlinking your bank with Sharesies.
Pricing plans
Info on starting, changing, or cancelling a pricing plan, and how coverage works.
Account security
Info to help you keep your Sharesies account secure.
- PasskeysSecure your Sharesies account with a passkey, a simpler and stronger alternative to logging in with a password.
- Set up face or fingerprint authentication or PINOpen the Sharesies app on your mobile device or tablet, or download the app if you haven’t already to get started.
- 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.
- 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.