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Add a Company, Trust, or Partnership to your Sharesies account

Already invest with Sharesies? Here's how to add an account for your company, trust, or partnership

Written by Sharesies Help

If you already have a Sharesies account, you can add an account for your organisation from the same app. You can use your existing login and email address.

Where to start

Go to your account Overview > More ways to build wealth > Create a company, trust, partnership, or other account.

What happens next

You'll go through the steps to set up your organisation account: telling us about the organisation, and verifying the people who own or control it. See [What you'll need before you start].

Do I need to verify myself again?

No. If you've already verified your identity with us, you won't need to do it again. We'll still need to verify the other people who own or control the organisation, if they haven't verified with us before.

Your accounts stay separate

Your organisation's account is separate from your personal one. To move between them, use the profile switcher. It's in the top-right corner in the Sharesies app, or the top-left corner on a desktop computer. See Switch between profiles.

New to Sharesies?

You can start straight away, without a personal account. Tap Sign up, then choose New Zealand. You'll see a list of organisation types—pick yours to get going.

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