Manage your Sharesies account

How to update personal details, how to update password, how to set up 2FA

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14 articles in this collection
Written by Sharesies Help

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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Written by Sharesies Help
Updated yesterday

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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Written by Sharesies Help
Updated over a week ago

Update your personal details

Update your preferred name, email address, contact number, residential address or password in Sharesies through Settings > Personal details.
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Written by Sharesies Help
Updated over a week ago

Change your Sharesies password

Change your Sharesies password by logging into your Sharesies account and heading to Settings > Personal details.
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Written by Sharesies Help
Updated over a week ago

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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Written by Sharesies Help
Updated over a week ago

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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Written by Sharesies Help
Updated over a week ago

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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Written by Sharesies Help
Updated over a week ago

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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Written by Sharesies Help
Updated over a week ago

Notification centre

Manage your Sharesies email preferences.
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Written by Sharesies Help
Updated over a week ago

Outlining your investments in your Will

We recommend that you name the beneficiary of your Sharesies account in your Will.
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Written by Sharesies Help
Updated over a week ago

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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Written by Sharesies Help
Updated over a week ago

Restricted account

If your address hasn’t been verified within seven days of you signing up, we’ll need to place temporary restrictions on your account.
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Written by Sharesies Help
Updated over a week ago

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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Written by Sharesies Help
Updated over a week ago

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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Written by Sharesies Help
Updated over a week ago