Manage your Sharesies account
Helpful info to get you up to speed with your Sharesies account.
Investment report, transaction report (CSV), and contract notesAccess your investment report, transaction report, or contract notes within your Sharesies account.
Connect to SharesightYou have the ability to connect your Sharesies Portfolio to a Sharesight account.
Exclude sold investments from your returnsChange the way you view your Portfolio and investment returns by including or excluding sold investments.
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.
Sharesies mobile app and widgetsDownload the Sharesies mobile app from the App Store or Google Play Store.
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.
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.
Notification centreManage your Sharesies email preferences.
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.
Sharesies web appDownload the mobile app from the App Store or Google Play Store. Otherwise, add the web app bookmark to your home screen.
Account closureThere may be situations where we need to close your Sharesies account—for example, if you breach the Sharesies terms and conditions.
Investment holdings reportFind out about the Sharesies investment holdings report, including what information is included in the report.
Outlining your investments in your WillThe beneficiary of your Sharesies account can be included in your Will.
Pricing plans
Info on starting, changing, or cancelling a pricing plan, and how coverage works.
Pricing plansThere are three plans to choose from—a $5 plan, a $10 plan, and a $20 plan.
How plan coverage worksPlan coverage is the amount of auto-invest orders and individual buy and sell orders (including one-off buys) that have transaction fees covered each month.