Things are always improving with Sharesies. We now have contract notes for every purchase, which we didn’t have when I signed up. Down the track I hope these will be able to be printed off for anyone who likes to keep a “paper trail” of investments.

I haven’t sold any investments and don’t intend to anytime in the near future, so I can’t comment on the efficiency of the selling process or whether anyone has experienced any issues, but if the selling process works as well as the buying process does, I don’t envisage any major issues. It seems that Sharesies have covered all bases with their custodial service so for now at least, I trust them and their processes. I am a beginner though, so there is always a chance I’ve “missed” something. Time will tell.

Quote Originally Posted by peat View Post
yeh I get that it is 'safe' , and I have an account with Sharesies with about 4% of my portfolio, mostly in funds
but as per RTM's experience
for me it is a very important factor to have control over your stuff (or at least the bulk of it).
Complications over ownership are where a lot of issues seem to occur.