Manage your Sharesies account

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

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19 articles in this collection
Written by Sharesies Help

Update your personal details

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

Add bank account and card details

Add a credit or debit card and bank account number to your account through Account > Bank accounts and cards.
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Written by Sharesies Help
Updated over a week ago

Sharesies mobile app and widgets

Download the Sharesies mobile app from the App Store or Google Play Store.
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Written by Sharesies Help
Updated over a week ago

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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Written by Sharesies Help
Updated over a week ago

Connect to Sharesight

You have the ability to connect your Sharesies Portfolio to a Sharesight account.
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Written by Sharesies Help
Updated over a week ago

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 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

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

The beneficiary of your Sharesies account can be included 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

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

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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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

Account closure

There may be situations where we need to close your Sharesies account—like if you breach our terms and conditions or community guidelines.
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Written by Sharesies Help
Updated over a week ago