Integration guide

Import your Computershare data into OpenFolio

Import Computershare registry transactions and corporate action records.

Registry transactionsCorporate actions

Export

How to export your data from Computershare

  1. Log in to your Computershare Investor Centre account portal.
  2. Open the transaction, activity, orders or reports area.
  3. Select the account or wallet you want to export.
  4. Set the date range.
  5. Export or download the records as a CSV file.

Steps are a guide; exact menu labels may change. Check Computershare's current help docs if a label has moved.

Import

How to import it into OpenFolio

  1. Sign in to OpenFolio.
  2. Go to Portfolio, then Equity.
  3. Open Corporate Actions.
  4. Choose Import registry CSV.
  5. Upload the file.
  6. Confirm the import.

Once imported, OpenFolio turns your Computershare data into dividend & franking tracking and corporate-action handling.

Other integrations

More platforms in the same category.

Link Market Services

Import Link Market Services registry CSVs for equity and corporate action records.

Browse all supported integrations across brokers, banks, crypto, registries and super funds.

OpenFolio

Turn imported records into a complete portfolio view.

Use OpenFolio to organise shares, crypto, cash, super, dividends, tax records and net worth in one place.

View demo