Sharesies Platform: Your Comprehensive Investment Overview
Quick Summary
- Invest with no minimum amount
- Access diverse global markets
- Robust data protection measures
Sharesies is an innovative investment platform designed to make investing accessible for everyone, from beginners to experienced investors. It allows individuals to buy and sell fractional shares in companies and funds across various markets, including the NZX, ASX, and major US exchanges. With a focus on user-friendliness and affordability, Sharesies aims to empower more people to grow their wealth through a clear and straightforward digital portal. Since its launch in 2017, Sharesies has expanded to serve over a million customers across New Zealand and Australia, managing billions in invested funds. The platform demystifies investing by removing jargon and offering features like auto-investing and Kids Accounts, promoting financial literacy and long-term wealth building for the whole family.
- 📋 Getting Started: What You Need to Join Sharesies
- 📍 Accessing Your Sharesies Investment Dashboard
- ⭐ Exploring Your Investing Possibilities with Sharesies
- ⚠️ Resolving Access Challenges for Your Sharesies Account
- 🔒 Protecting Your Investments and Personal Data on Sharesies
- 🎧 Official Help Desk Contacts
- ❓ Top Questions About Investing with Sharesies
Getting Started: What You Need to Join Sharesies
- You must be 18 years or older to create and hold an investment account.
- A valid form of identification, such as an NZ driver's license or an NZ passport, is typically required for account verification.
- Proof of address is also necessary to complete the account setup process.
- While standard verification uses NZ documents, other identification options may be available but might require certified documents.
- There is no minimum investment amount to begin investing on the Sharesies platform, making it highly accessible.
Accessing Your Sharesies Investment Dashboard
- Navigate to the official Sharesies website or open the Sharesies mobile application.
- Locate the Login button, typically found in the top right corner of the website or as a prominent option on the app's home screen.
- Enter your registered email address and password into the designated fields.
- If prompted, complete any two-factor authentication (2FA) steps, such as entering a code sent to your phone or using a biometric login.
- Click Log In to access your personal investment dashboard and manage your portfolio.
Exploring Your Investing Possibilities with Sharesies
- Fractional Investing: Invest with as little as one cent by buying fractions of shares in various companies.
- Market Access: Gain access to shares and exchange-traded funds (ETFs) on the New Zealand Exchange (NZX), Australian Securities Exchange (ASX), and major US exchanges like NYSE, NASDAQ, and CBOE.
- Diverse Investment Options: Choose from a wide range of individual companies, ETFs, and managed funds to build a diversified portfolio.
- Flexible Pricing Plans: Select between monthly subscription plans that include free transactions or a pay-as-you-go model.
- Auto-Invest Functionality: Set up recurring investments into chosen portfolios or specific assets, simplifying regular contributions.
- User-Friendly Interface: Manage your investments easily through an intuitive website and mobile app, praised for its clean and straightforward design.
- Kids Accounts: Facilitate investing for younger family members, encouraging early financial education and wealth building.
- Integrated Wealth Management (NZ): In New Zealand, Sharesies offers additional services including KiwiSaver, savings accounts, crypto, and insurance, allowing for a comprehensive approach to financial planning.
Resolving Access Challenges for Your Sharesies Account
⚠️ Forgot Password or Account Access Issues
Cause: You are unable to recall your password, or your digital portal access is compromised.
Solution: If you cannot access your account, navigate to the login page and click the Forgot password link. Follow the instructions to reset your password. Sharesies uses a two-factor authentication (2FA) process for password updates to ensure your account security. If issues persist, contact the customer wealth team via email at [email protected] (NZ) or [email protected] (AU), or use the in-app chat.
⚠️ Suspected Scams or Fraudulent Activity
Cause: You believe your account has been targeted by scammers, or you've received suspicious communications.
Solution: If you suspect scam activity or receive unsolicited investment advice, especially on social media, contact Sharesies immediately. Email them at [email protected]. Always verify that communications are from official Sharesies accounts or email addresses.
Protecting Your Investments and Personal Data on Sharesies
- 🔒 Create Strong, Unique Passwords: Use a long, hard-to-guess password that you haven't used on any other online account.
- 🔒 Enable Two-Factor Authentication (2FA): Activate 2FA for an extra layer of security, making it significantly harder for unauthorized users to access your account, even if they know your password.
- 🔒 Utilize Biometric Login: For mobile app users, enable face or fingerprint recognition, or a PIN, to conveniently and securely access your account.
- 🔒 Never Share Your Password: Keep your login credentials confidential, as account breaches can sometimes originate from trusted contacts.
- 🔒 Keep Personal Details Updated: Ensure your contact information is current so you receive timely alerts about any suspicious account activity.
- 🔒 Be Aware of Scams: Remain vigilant against phishing attempts or unsolicited investment advice. Always verify the source of communications.
- 🔒 Report Security Vulnerabilities: If you discover a potential security flaw, email [email protected] directly.
🎧 Official Support & Help Center
For general inquiries, email: [email protected] (NZ) or [email protected] (AU). You can also use the chat icon within the Sharesies app. For phone support in NZ, call 04 886 3313 during normal business hours. For Australia, call 1800 959 366 (free call).
Top Questions About Investing with Sharesies
Q: Is Sharesies a legitimate and safe investment platform?
Yes, Sharesies is a registered financial services provider, and it is generally considered safe to use. They implement various security measures, including hashing passwords, using third-party services that meet stringent requirements, and holding investor money and investments separately from company funds.
Q: What is the minimum amount I can invest with Sharesies?
There is no minimum investment size on Sharesies. You can invest as little as one cent in any share or fund, allowing for highly accessible micro-investing.
Q: What markets can I invest in through Sharesies?
Sharesies provides access to a wide range of markets, including the New Zealand Exchange (NZX), the Australian Securities Exchange (ASX), and major US exchanges such as the New York Stock Exchange (NYSE), NASDAQ, and Chicago Board Options Exchange (CBOE).
Q: Does Sharesies offer two-factor authentication (2FA)?
Sharesies uses 2FA for important actions like updating your password and processing large withdrawals to enhance security. They are also exploring further implementation of 2FA for login.
Wrap Up
Sharesies stands out as an approachable and robust platform for building and managing your investment portfolio. By offering fractional investing, broad market access, and a commitment to security, it lowers the barrier to entry for new investors while providing valuable tools for experienced ones. Understanding the platform's features and security measures will help you confidently navigate your investment journey and work towards your financial goals.