Advice and answers from the Shares Team

Search results for:Shares Pro

What is Shares Pro?

All you need to know about the Shares Pro platform… Shares Pro is a service specifically designed for Wealth Managers registered with ORIAS in France… With Shares Pro, we offer you the ability to invest your clients' funds in a wide range of assets, including

What are the fees on the Shares Pro platform?

Everything about fees on the Shares Pro platform… the fees associated with investments on Shares Pro… *Available in France only At Shares, we are committed to ensuring transparency and clarity regarding

How to sign in to the Shares Pro platform?

Instructions to sign in to the Shares Pro platform… *Available in France only Once you’ve signed the contractual agreements with Shares for the Shares… Pro product, submitted all the required documents, and received a confirmation email, accessing Shares

How to create a Plan on the Shares Pro platform?

Log in to the Shares Pro platform: Access your account by clicking on the magic link sent to your email… Pro platform?… Pro platform?

How to manage a Plan on the Shares Pro platform?

Plan that has been approved by the Client (please refer to our article: How to create a Plan on the Shares… Pro platform?)

How to create and manage Plan templates on the Shares Pro platform?

Please learn more from our article: How to create and manage a Plan on the Shares Pro platform?… these steps: Log in to the Platform: Please learn more from our article: How to sign in to the Shares… Pro platform?

What documents are accepted to verify my Client's bank account?

Learn more about required banking documents on the Shares Pro platform… Please contact us at support-team-pro@shares.io

How to transfer an existing PEA of the Client to the Shares Pro platform?

*Available in France only At Shares Pro, you can seamlessly transfer an existing PEA (Plan d'Épargne… For detailed instructions, see our article: How to create and manage a Plan on the Shares Pro platform… PRO

How to create Clients with business accounts?

Steps to create business accounts for Clients in the Shares Pro platform… Pro platform?)… Pro Platform?

How to create Clients with personal accounts?

Steps to create personal accounts for Clients in the Shares Pro platform… successfully signed in to the platform (for guidance on signing in, check our article: How to sign in to the Shares… Pro platform?)