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How do I invite my unregistered shareholders or members to Sharesies Private?

Written by Cass
Updated over 10 months ago

As part of your Sharesies Private share register onboarding we will invite your shareholders or members to create a free Sharesies Private login to view their holding.

If one of your shareholders or members doesn't create an Sharesies Private account, you can send them a follow up email to re-invite them.

From your left side menu visit 'Share register' > 'Shareholders' (New Zealand) or 'Register of members' > 'Members' (Australia).

Click on the 'Actions' icon (3 vertical dots) to the right of the shareholder or member you would like to invite. Select 'Invite [name]' from the dropdown menu. The invite option will not be available if the shareholder already has a Sharesies Private account, or if the shareholder does not have an email address entered.

You can add a personalised message to your invitation. Click the 'Resend' button.

A message will pop up to confirm that we're sending out the email invitation:

This is the email delivered to the shareholder or member:

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