Manage your Sharesies account

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

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.

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.

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.

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.

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).

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.

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.

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.

Written by Sharesies Help
Updated over a week ago

Notification centre

Manage your Sharesies email preferences.

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.

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.

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.

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.

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.

Written by Sharesies Help
Updated over a week ago