Why Connect Webull to Sharesight?

Australian investors face comprehensive tax reporting requirements for capital gains, dividends, and foreign income.

Our integration addresses this challenge head-on by:

• Automatically syncing your trading data via secure API connection
• Eliminating manual data entry and reducing errors
• Providing ATO-compliant reporting with identical field names used by the Australian Taxation Office
• Streamlining EOFY preparation with detailed records of stock trades and dividends

Our integration particularly benefits:

• Long term investors with Australian ETF dividends
• Self-Managed Super Fund (SMSF) and company account holders facing detailed reporting requirements
• Active Traders who generate a high number of transactions every financial year

In addition to Sharesight integration, we also offer proprietary EOFY statements specifically designed for Australian tax requirements, including details such as foreign tax paid and interests received.

This holistic solution addresses the entire tax reporting journey, from daily tracking to annual ATO submissions.

Step-by-Step Sharesight Connection Guide

Connecting your Webull account to Sharesight is straightforward. Follow these simple steps:

Step 1: Log into Your Webull Account

Access your Webull Australia account through the app or web platform.

Step 2: Navigate to Sharesight Connection Settings

• Click on Menu
• Select Settings
• Choose Manage Brokerage Account
• Scroll to the bottom and click on Third Party Integration

Step 3: Review and Accept Disclaimer

Carefully read the integration disclaimer and click agree to proceed.

Step 4: Log Into Your Sharesight Account

You'll be redirected to Sharesight's secure login page. Enter your existing credentials or create a new account if you're not already a Sharesight user.

Step 5: Authorise Webull's Access

Grant permission for Webull to securely access your Sharesight account. This connection uses bank-level security protocols to protect your data.

Step 6: Select Your Portfolio

Choose which Sharesight portfolio you'd like to connect to your Webull trading account.

Step 7: Choose Your Sync Preferences

Decide whether to:

• Sync only future trades from today forward, or
• Include all historical trading data for comprehensive tracking

Step 8: Connection Complete

Your Webull trading account is now successfully connected to Sharesight. All future trades will automatically sync, and your tax reporting is now streamlined.

Exclusive Limited-Time Offer

To celebrate this integration, we're offering Webull Australia clients an exclusive 33% discount on Sharesight's annual subscription plan when you sign up through the Webull app.

Note: This offer is available for a limited time to new Sharesight subscribers through Webull Australia.

Getting Started Today

Log into your Webull Australia account and follow our step-by-step guide above. If you need assistance.