Hi I have a work share plan which is managed by computershare’s equateplus. I have previously linked my CMC markets account to sharesight but can’t see if there is a way to do so for equateplus?
Hi @moon_flora welcome to the community!
If Computershare allows you to export these into a file you may be able to import them. Otherwise, you can either add in the trades manually or enter an opening balance for the units you have.