Wow @Rocket6 - I didn't think Commsec actually had that option, but after reading your post just now, I did some more research and have now set up my Commsec account to send the trade details directly to Sharesight - using this info: https://www.commsec.com.au/support/help-centre/managing-your-account/Trade_preferences.html
To be clear, I had that all set up with Selfwealth already, no problem, but I was forwarding the trade notes on manually with Commsec because I didn't know they allowed multiple emails, so I had done the first part - i.e. steps 1 through to 4 in the "Can trade confirmations be sent to multiple emails?" section of those instructions (not using those instructions, just by having a play around within "Settings" on my Commsec account) but I hadn't done steps 5 to 9, which were:
- Once the email addresses have been added, go to Portfolio
- Select Accounts and use the dropdown to select the relevant account
- Select “View or edit account details”
- Scroll down to the “Trade confirmations” section and click “Edit”
- Select the check box next to the email addresses you would like copies sent to and click “Save”
Obviously you have to have that Sharesight email address (which is specific to your Sharesight account and is obtained from Sharesight) already in there - which you do in the first 4 steps - which I had managed to achieve already, but I didn't know you had to go into "Accounts" and edit those account-specific settings as well.
The first four steps were:
- Log in to your CommSec account and go to Settings
- Click on “View or edit details” and follow the security prompts
- Scroll down to the “Contact details” section and select “Edit”
- Add the additional email addresses to your account
That's as far as I had got up until just now, so I assumed Commsec didn't have the same optionality to send emails directly to Sharesight, because despite adding that email address in there they weren't sending my trade details to Sharesight. I've now followed the rest of the steps, so it should all happen automatically now, just as it has been for my Selfwealth trades.
Thanks for the info.