How to confirm your trades with the Contract Notes Inbox

by Doug Morris, CEO, Sharesight

Using our Broker Email Import feature to automatically capture your on-going trades is the best way to keep your portfolio up to date. But there are occasions when Sharesight might not be able to process your contract notes.

This is where the Contract Notes Inbox feature comes in handy. It allows you to review the contract notes your broker has sent to Sharesight and see which ones have worked and which ones have failed – and why they failed. While you’re there, you may also download the contract note PDF attachments that were sent to Sharesight. So by checking the Contract Notes Inbox, you can double-check that your trades are being received by Sharesight, and easily troubleshoot any issues that may have occurred.

Contract Note Inbox - Featured

In addition to bringing to light your performance as an investor, our aim is also to provide a necessary record-keeping feature. The more information you store in Sharesight, the more automated your admin will become, and the less reliant you’ll be on third parties like registries and brokers.

Using the contract notes feature around the world

Sharesight only processes PDF contract notes from brokers in NZ and Australia. And if you trade via CMC Markets Stockbroking or ANZ Securities, you can automatically link your accounts using the Sharesight Connect API instead of relying on contract notes. Follow our blog and forum to learn about connectivity to other brokers and regions in the near future.


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