Manage your Sharesies account

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

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.

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.

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.

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.

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.

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.

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

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

The beneficiary of your Sharesies account can be included 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

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

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.

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

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.

Written by 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.

Written by 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.

Written by 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.

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