Manage your Sharesies account | Sharesies Help Centre New Zealand

Sharesies mobile app

Download the Sharesies mobile app from the App Store or Google Play Store.

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Create, edit, or delete a top-up goal

Decide on a regular top-up amount, how often you plan to top up, and your goal amount—we’ll keep tabs on how you're tracking.

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Set up face or fingerprint authentication or PIN

Open the Sharesies app on your mobile device or tablet, or download the app if you haven’t already to get started.

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Connect to Sharesight

You have the ability to connect your Sharesies Portfolio to a Sharesight account.

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Exclude sold investments from your returns

Change the way you view your Portfolio and investment returns by including or excluding sold investments.

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Add bank account and card details

Add a credit or debit card and bank account number to your account through Settings > Bank accounts and cards.

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Update your personal details

Update your preferred name, email, phone number, or address in Sharesies through Settings > Personal details.

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Change your Sharesies password

Change your Sharesies password by logging into your Sharesies account and heading to Settings > Change password.

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Set your prescribed investor rate (PIR)

Your PIR is the rate you’re taxed at for your managed fund investments by Inland Revenue (IRD).

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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.

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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.

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Investment report, transaction report (CSV), and contract notes

Access your investment report, transaction report, or contract notes within your Sharesies account.

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Notification centre

Manage your Sharesies email preferences.

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Outlining your investments in your Will

We recommend that you name the beneficiary of your Sharesies account in your Will.

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Saved password disappeared from device

We’ve changed our webapp domain from ‘.nz’ to ‘.com’. If you’ve previously saved your password to autofill, you’ll need to enter it again.

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Restricted account

If your address isn’t verified within seven days of you signing up, we’ll need to place temporary restrictions on your account.

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Frozen account

If we don't have info we need from you to provide financial services to you under New Zealand law, we may temporarily freeze your account.

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Close your Sharesies account

You'll need to sell investments you hold and withdraw money to your bank account before you can close your account.

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