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Manage your Sharesies account
Manage your Sharesies account
How to update personal details, how to update password, how to set up 2FA
19 articles in this collection
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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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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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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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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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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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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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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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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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Sharesies Help
Updated over a week ago
Notification centre
Manage your Sharesies email preferences.
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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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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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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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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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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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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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Sharesies Help
Updated over a week ago
Account security
Change your Sharesies password
Change your Sharesies password by logging into your Sharesies account and going to Account > Security > Change password.
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Sharesies Help
Updated over a week ago
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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Sharesies Help
Updated over a week ago
Set up two-factor authentication (2FA)
Turn on 2FA to add an extra layer of security to your account. This is an opt-in feature.
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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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Sharesies Help
Updated over a week ago