Supported brokers

We support contract note emails from the following brokers via the Sharesight broker email import function.

NOTE: If you use CMC Markets Stockbroking, Bendigo Invest Direct, eBroking or ANZ Securities, you can automatically link your accounts using Sharesight Connect.

Supported Australian Brokers

Alto Capital
Amscot
ANZ Share Investing (previously Etrade)
Argonaut Securities
AUSIEX
Baillieu Holst
Barclay Wells
BBY
Bell Direct (and Desktop Broker)
Bell Potter
Bellmont Securities
Bendigo Invest Direct (also available via Sharesight Connect)
BGF Equities
Blackswan Equities
Blue Ocean Equities
BNY Mellon
Bridges Financial Services
Canaccord Genuity
Cashel Financial Services
CCZ Statton Equities
Centra Wealth
Commonwealth Securities, or Commsec or, CommSec Adviser Services
*For international trades, reference Commsec International
Core Equity Services
Count Financial (Commsec Adviser Services)
CMC Markets Stockbroking (also available via Sharesight Connect)
Credit Suisse (Australia)
D.J. Carmichael
D2MX
e.broking (also available via Sharesight Connect)
EL & C Baillieu
Equity&Super
Etrade* (use either Etrade or ANZ Share Investing as subject line)
Euroz Securities
Evans and Partners
Foster Stockbroking
Futurity Private (via BBY)
Goldman Sachs
Hartleys
HSBC
JBWere AU
Karri Asset Advisers (via Core Equity Services)
Kimber Capital
Lodge Partners
Lonsec
Macquarie Online Trading
Macquarie Private Wealth
Macquarie Prime**
Moelis Australia Securities
Morgan Stanley
Morgans
MyWealth (Commonwealth Bank)
New York Securities
NABtrade
NetWealth
Open Markets
OptionsXpress**
Ord Minnett
Patersons
Peloton Capital
Perennial Wealth Management
Pershing
Petra Capital
Prescott Securities
Prosperion Wealth Management
Raven Capital
RBS Morgans
Rivkin Securities
RM Capital
Select Equities
Sequoia Wealth Management
Suncorp
Shadforth
Shaw Stockbroking
Somerset Smith
St George Direct
State One
Taylor Collison
Tribeca
Triple C Consulting
UBS Securities
Vertical Capital Markets
Wentworth Global Securities
Westpac
William Shaw Securities
Wilson HTM

Supported NZ Brokers

ANZ Securities (formerly Direct Broking)
ANZ Shares & Bonds
ASB Securities
First NZ Capital
Forsyth Barr
JB Were
Macquarie Private Wealth NZ
Somerset Smith Partners

Supported UK Brokers

Hargreaves Lansdown
Interactive Investor (forward contract notes to portfolio manually only)

Would you like us to support your favourite broker?

If your broker is not on the list, ask us to support your broker by ‘sharing an idea’ to the community forum. If someone else has already suggested that we add your broker, please click the ‘+1’ button to add your vote. This will allow us to prioritise support for additional brokers.

*If your ETrade contract notes are password protected, you must save your password in the ‘contract notes password’ field under Settings >> Broker Email Import

E*TradePasswordNewSS4

**These brokers send trade confirmations as opposed to contract notes, which result in the following limitations:

  • Confirmations contain several trades are not supported
  • Duplicate detection is not available

Last modified on October 11, 2016