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If you are paying for your Sharesight subscription through your SMSF, you can pay via bank transfer and add your SMSF name to your invoices.

Paying via bank transfer

Bank transfer is available for customers in Australia and New Zealand on a yearly subscription only.

Note: Bank transfer is sometimes referred to as direct debit, but it works differently — you transfer the funds to Sharesight directly from your bank account rather than Sharesight automatically debiting your account.

To set up bank transfer:

1 — Upgrade your plan by entering a card when prompted. A card is required to complete the upgrade process.

2 — Once upgraded, contact Sharesight support to request a switch to bank transfer. This is a manual process handled by our team.

3 — We will switch your payment method to bank transfer before your card is charged and resend your invoice with our bank transfer details included.

Note: The original invoice issued at the time of upgrade will not contain bank transfer details. A new invoice will be sent once the payment method has been switched.

Adding your SMSF name to invoices

To have your SMSF name appear on your Sharesight invoices, add it as the organisation name in your account settings.

1 — Click Account from the top right of the screen.

2 — Select Account preferences.

3 — Enter your SMSF name in the Organisation name field and save your changes.

Your SMSF name will appear on all future invoices.