I am getting I’m set up on ShareSight and I’m puzzled about the best way to proceed since for my wife has a mix of issue-sponsored and chess shares, with some being DRP in one and not the other.
It seems like if I set these up in two separate portfolios then all of the tax and dividend calculations should be correct and work - so that is perhaps the best way to proceed (although ideally I’d prefer to use one Portfolio per tax entity).
However, for simplicity I suspect I will proceed with moving the issue-sponsored shares over to CHESS so I can manage them all in one place, and I’m wondering if I do so will Sharesight be able to move those assets over and merge the portfolios for me? I know this is something that they offer via emailing support, but I’m not clear on whether there’s any complications if the same share symbol exists across two portfolios that are being merged.
Ideally it’d be possible to have shares (for the same ticker) held with different brokers held in the same SS portfolio. I have replied to other existing community threads that suggest this feature.