Sharesies
No subscription fee on pay as you go. Optional plans: $3 a month or $32.40 a year; $7 a month or $75.60 a year; $15 a month or $162 a year. A plan covers a monthly allowance of buy and sell orders, and capped transaction fees apply to orders above the coverage. · 0.5% of the amount exchanged, charged when money is exchanged.
Account feeNo subscription fee on pay as you go. Optional plans: $3 a month or $32.40 a year; $7 a month or $75.60 a year; $15 a month or $162 a year. A plan covers a monthly allowance of buy and sell orders, and capped transaction fees apply to orders above the coverage.NZ brokerage1.9% of the amount invested or sold, capped at $25 NZD per order. The cap applies to orders over $1,316 NZD; below that the 1.9% applies, from less than 1¢ up to the cap.US brokerage1.9% of the amount invested or sold, capped at $5 USD per order. The cap applies to orders over $264 USD; below that the 1.9% applies, from less than 1¢ up to the cap.FX fee0.5% of the amount exchanged, charged when money is exchanged.Custody feeNot publishedAccessNZ, US and Australian listed shares and exchange-traded funds, managed funds, advised portfolios, cryptocurrency, and the Sharesies KiwiSaver Scheme.
Conditions
- The rate is in the "Currency exchange fee" accordion on the pricing page, which a reader opens by clicking it: "You're charged a 0.5% currency exchange fee when you exchange money." The page collapsed shows only that exchange fees are charged separately, which is why a reader checking this figure has to expand that section.
- The transaction-fee cap and the 1.9% rate cover the transaction; the 0.5% currency exchange fee is charged separately when money is exchanged.
- Australian share orders carry the same 1.9% rate, capped at $15 AUD per order, with the cap applying to orders over $805 AUD.
- A plan is not annualised here: the monthly price is the published figure and the yearly price is the other price the page prints.
- Sharesies lists its investing-related fees and no custody or balance fee is among them, which is a checked absence rather than a stated nil.