Supported brokers

Export guide

Computershare export guide

Import your Investor Centre statement for dividends and DRP transactions.

Read-only file uploads — no broker login required
1

Export from Computershare Investor Centre

  1. Log in to computershare.com.au/investor
  2. Select your holding and navigate to Transaction History
  3. Download your Investor Centre Statement (PDF)
  4. Upload the PDF — FolioTrack only imports data for the specific security you're uploading for (the statement may cover multiple securities; others are ignored)
2

Upload to FolioTrack

Go to Import from your dashboard, choose Computershare, then upload your Investor Centre Statement PDF (or click to browse). Review the matched holding and parsed dividend/DRP transactions on the next screen, then confirm to import.

FolioTrack is not affiliated with Computershare. Upload your statement directly — never share your Computershare login credentials. Account numbers and holder details are dropped during parsing and never stored.

How it works

  • PII columns (HINs, names, account numbers) are dropped during parsing, before anything is saved.
  • You review every transaction before anything is imported.
  • Existing holdings are not overwritten — only new ones are created.
  • Smart deduplication active — already-recorded transactions are skipped automatically.
  • Always keep your original CSV as a backup.