Two Brokers One Account

I have a Super portfolio with one broker and a personal portfolio with another broker. Both brokers are supported by ShareSight. My question is can I operate both portfolios with one ShareSight Account? Thanks.

Hi @Feetzup it depends on your purpose. If you’re using Sharesight for performance & tax reporting, you have to have them in separate portfolios since the withholding tax, CGT discount rate etc will be different. If you’re only using Sharesight for performance tracking, you can have them in a single portfolio.