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Can I link my Sharesight account to my PMA?

Link your portfolio manager tool to InvestSMART

Updated yesterday

Yes, you can have all contract notes emailed automatically. You can add up to three email addresses here

You may wish to have contract notes emailed directly to your accounting and/or portfolio manegement service e.g. Sharesight or Navexa.

Unsure how to find your unique Sharesight email? Navigate to Settings > Connection > Trade Confirmations Emails.

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