We support contract note emails from the following brokers via the Sharesight broker email import function.
Supported Australian Brokers
Amscot
Bell Direct
Bell Potter
BGF Equities
Commonwealth Securities
CMC Markets Stockbroking
E.L & C.Baillieu
Etrade*
Goldman Sachs JBWere
Karri Asset Advisers (via Core Equity Services)
Macquarie Private Wealth
Macquarie Prime
Morgan Stanley Smith Barney
NAB Online Trading
Patersons
Raven Capital
RBS Morgans
Shaw Stockbroking
State One
Westpac
William Shaw Securities
Wilson HTM
Supported NZ Brokers
ASB Securities
Direct Broking
First NZ Capital
National Bank Shares and Bonds
If your broker is not on the list, ask us to support your broker by submitting an ‘idea’ to the community forum. If someone else has already suggested that we add your broker, please click the +1 button to add you 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>>Edit Settings>>Broker Email Import