Investor Services: +61 2 9002 0370
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Services

Making Investing Easy

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We’re here to help and the help is first class. We employ highly trained, specialised brokers that understand and practice the Sharelord approach to the markets.

Opt into a Sharelord Recommendation

Become a Sharelord Investor client and you will have the ability to "opt" into a Sharelord recommendation by simply sending an email to tradedesk@sharelordinvestor.com. When emailing orders just indicate the 5 below fields and we’ll take care of the rest:

  1. Account Name and Number:
  2. Stock code:
  3. Number of Shares (in 100s):
  4. With Insurance / Put: Yes or No
  5. Market or Limit order: If Limit please indicate Limit price

By default we will place the order with both the time and price “conditions for entry” as recommended in the Cash Flow Diary

Broker Transfers

Already have an existing broker account?

Sharelord Investor can easily assist you in transferring your cash, stock and option positions – the benefits of this could save you time and money.

Account Management

SL Investor’s Account Management system lets you configure and manage your account from a single window, and gives you convenient access to these account features:

Account Configuration

  • Manage what markets and products around the world you have access to from the 100 + exchanges we cover
  • Sign up for a Paper Trading account, which lets you enjoy the full range of Trader Workstation’s trading capabilities in a simulated environment.
  • Manage your live market data subscriptions (Market data comes 15 minutes delayed for free on most exchanges – some exchanges charge extra for live data)

Reporting

  • Customize and generate activity statements to view detailed information about your account activity, including positions, cash balances and transactions.
  • View real-time trade confirmation reports.
  • Generate margin reports to see the margin requirements for single and combination positions.
  • Download statements into a variety of different file formats, including XML, text and a variety of third-party software such as Quicken or MS Excel.
  • View a number of supplemental reports, including Value at Risk and Stress Test Summary reports.
  • Arrange Daily Trade Confirmations, and Daily and Monthly Activity statements to be emailed to you automatically as an attachment
  • Use PortfolioAnalyst to evaluate the performance of your SLI portfolio based on a set of portfolio and measurement criteria, and compare your results against industry benchmarks.

Funding

  • Set up fund deposits, withdrawals and transfers for your SLI account.
  • Check the status of your deposits, withdrawals, and transfers.
  • Save and reuse financial institution information for future transactions.
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