How do I connect a broker?
Go to Settings > Brokers and choose your provider. Most connections finish in under a minute; unsupported brokers can be imported by CSV instead.
We're here to help.
Check the questions below, or send our support team a message and we'll get back to you within 24-48 hours.
Frequently asked questions
Can ShareCentral place trades or move my money?
No. Broker connections are read-only. ShareCentral can only view balances and transactions, never trade or transfer funds.
Are the tax reports ready to lodge?
Quarterly CGT and income reports summarise your holdings for your return, but they're a guide, not tax advice. We recommend checking figures with your accountant before lodging.
How do I cancel or change my plan?
Open Settings > Billing to switch billing frequency or cancel at any time. Cancelling keeps your access until the end of the current billing period.
Is my data secure?
Yes. Broker connections are read-only and all data is encrypted in transit and at rest. We never sell your data.
I found a bug or missing price, what do I do?
Send us the details using the form, including the ticker and screen affected. Most pricing issues are resolved within a day.