Sharesight teams up with CMC Markets Stockbroking
We are excited to announce that we have partnered with CMC Markets Stockbroking to integrate our two services. This allows CMC Markets Stockbroking customers to link their CMC online broking account to a Sharesight portfolio and have all past and future share trading transactions automatically recorded into Sharesight.
CMC Markets Stockbroking clients will be spared the task of having to manually enter all their historic trades when setting up their Sharesight portfolio and any future share trades will be automatically synchronised to Sharesight. Best of all, customers with small portfolios will be able to take advantage of Sharesight’s new free plan to manage their portfolio in Sharesight at no cost. Our standard Investor and Expert plans will also be available to customers who require the additional functionality.
The CMC partnership is another significant step towards our ultimate goal which is to make life easier for investors by fully automating the administration and management of investment portfolios.
We are working hard to ensure similar functionality is available to all share market investors. We are in discussions with a number of other brokers about providing similar functionality and our ultimate goal is to provide seamless connections to all brokers in Australia and NZ. Feel free to let your favourite broker know that you would like them to implement this service as well!
How do I connect my account to CMC?
If you're already a CMC client, simply login to your CMC Markets Stockbroking account and navigate to Account > Tax & Portfolio Reporting. From there, you'll be able to create a new Sharesight account or link an existing account. Transactions will be automatically recorded in Sharesight as soon as a trade is completed in the CMC system.1
Our press release and related press coverage can be found here.
FURTHER READING
See what’s inside your ETFs with Sharesight’s exposure report
See inside your ETFs and get the full picture of your investment portfolio's composition with Sharesight's exposure report.
How KmacD Financial streamlines reporting and saves time with Sharesight
We talk to financial planning firm KmacD Financial about how the Sharesight-AdviserLogic integration helps them save time and streamline client reporting.
Sharesight product updates – November 2023
The focus over the past month has been on implementing additional feature ideas relating to our new (beta) exposure report.