Announcing a new partner — Bank of Queensland
We're excited to announce Bank of Queensland is now offering their clients access to Sharesight. Bank of Queensland's unique owner-branch model is well suited to our values at Sharesight. BOQ serves the communities they operate in, just as we like to serve investors.
Investors using BOQ Trading can link to Sharesight for performance tracking, tax reporting, and our award-winning connection to Xero. Portfolio histories, including past buys and sells, dividends, DRPs, and corporate actions are all available on Sharesight in just a few clicks. Ongoing trades are automatically recorded as well. It's easy to import portfolios from other brokers for a total wealth perspective.
Bank of Queensland offers their clients low-cost brokerage rates, market leading research, charting, mFunds, and analytical tools for active traders. And with the addition of Sharesight, all investors -- those with a few shares and those running an SMSF -- will benefit from an easy-to-use, but powerful portfolio platform that connects to a growing ecosystem of investor-friendly applications. We focus on making it easy for investors to gain an accurate picture of their portfolio’s performance and to end the reliance of spreadsheets and manual efforts. Welcome Bank of Queensland clients!
FURTHER READING
An unexpected cost of running an SMSF
This article covers the journey of new SMSF owners — the unexpected costs, surprises, and the tools they rely on to streamline their SMSF management.
How to create a multi-generational wealth plan
We explore key approaches to developing a strong multi-generational wealth plan, including education, legacy planning and family governance structures.
Sharesight product updates – November 2024
This month's focus has primarily been on our new drawdown risk report (currently in beta), along with UI/UX enhancements and expanded broker support.