Import guide

How to export Computershare registry records

Download your registry records first, then upload the CSV to OpenFolio for portfolio, dividend and franking records.

Registry transactionsCorporate actions

Export

How to export Computershare registry records

  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.

OpenFolio

Import the file into OpenFolio

After you upload the Computershare file, OpenFolio keeps registry transactions, corporate actions, dividends and franking records beside your share portfolio. Learn more about the dividend and franking tracker.

Import

Upload and review

  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.

Related guides: dividend & franking tracking and ASX portfolio tracker.

Questions

Common Computershare import questions.

How do I export Computershare data for OpenFolio?

Follow the export steps above: Log in to your Computershare Investor Centre account portal, Open the transaction, activity, orders or reports area and Select the account or wallet you want to export. Upload the downloaded file in OpenFolio after checking it contains the records you want to import.

What Computershare data can I import?

OpenFolio imports registry transactions and corporate actions from the Computershare file you upload. The parsed preview lets you review the records before confirming the import.

Can I import historical Computershare records?

Yes, when the Computershare export flow lets you choose a date range, OpenFolio imports the historical records included in the file you upload.

Will Computershare corporate actions come across?

OpenFolio imports the registry transactions and corporate actions included in your Computershare export, so corporate actions come across when they are present in the uploaded file.

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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