I received Dividend Reinvestment Plan (DRP) shares. How do I add or update these in my Online Sharetrading portfolio?
You can add these shares manually in either the Transaction View or the Consolidated View screens by clicking the Add button.
A pop-up box will then appear with various options for entering trade details, including contract and order number, trade date, type, quantity, stock, price, brokerage, other fees, FX rate, settlement date and notes.
On the Portfolio page click the + symbol beside Portfolio Summary or go to the drop down list beside the ...
I have bonds in my portfolio; will these trades feed in to my Online Sharetrading Automated Portfolio?No. Bond trades don't automatically feed in to your Automated Portfolio when traded over the phone with ASB Securities. However, ...