Setting up Sharesight from Hargreaves Lansdown

Brokers & apps
1

Hello

I use the Hargreaves Lansdown platform to buy and sell my stocks etc and they currently hold my pensions and ISA portfolios.

I’ve been with them for a while and I am interested in hearing how Hargreaves Lansdown customers went about creating their Sharesight account. Checking the information on Sharesight it appears that the Sharesight system does integrate with Hargreaves Lansdown and I am after more information as to how it works.

Any guidance gratefully received.

Many thanks

Brian

2

You can download the PDFs of the contract notes and bulk upload using the email integration.

Works quite well, although the odd share wont integrate automatically, so you ay have to adjust manually.