To receive dividend payments, you’ll need to add a bank account in Sharesies Private. This is done within the Custom fields section for each company you’ve invested in.
How to add a bank account
Select the company
In the left-hand menu, click Custom fields
Go to the Dividend fields tab
Click Add bank account
Enter your bank account details
Click Save
What details do I need to enter?
Basic details
Account holder name
Account nickname (optional)
Currency (e.g. NZD, AUD, CAD, GBP)
Choose your payment type
You’ll also need to select a Payment Type:
Local payment – for domestic bank accounts (refer to images 5a-5c)
This should be the most common option available
International – for overseas bank accounts (refer to images 6a-6c)
Enter your bank details
The fields you’ll need to complete depend on your currency and payment type:
Local payments
If you select Local, you’ll need to provide:
NZD - New Zealand Bank Account
AUD - BSB and Account Number
CAD - Transit Number, Institution Number and Account Number
Once completed, click Save.
International payments
If you select International, you’ll need to provide the above information and the following:
Additional Bank Account details:
Country of domicile
SWIFT/BIC
Bank name
Bank address
Beneficiary Address:
Street Address
City
State / Province
Postal
Country
Additional Routing (if required):
Intermediary Bank Name
Swift
Country
Account Number
For Further Credit (if required):
Final Beneficiary Name
Account Number / Reference
Additional Instructions
Once completed, click Save.
Important things to know
Make sure your details are correct before saving to avoid payment delays
Your bank account is used to receive dividend payments from the company
You may need to add a bank account for each company you’ve invested in
What happens next?
Once your bank account is saved:
It will be available for dividend payments
The company will use it when distributing dividends
Need help?
If you’re unsure which details to enter, check with your bank or financial institution. You can also contact our support team for assistance.