Shares

All you need to know about the Shares Pro platform

What is Shares Pro?

Everything about Invetment Plans fees on the Shares Pro platform

What are the fees for the Investment Plan on the Shares Pro platform?

Instructions to sign in to the Shares Pro platform

How to sign in to the Shares Pro platform?

Steps to create personal accounts for Clients in the Shares Pro platform

What are the steps to create a personal account for a Client?

Learn more about the required documents to finalise Client onboarding.

What documents are accepted as client’s Proof of Identity and Proof of address?

Learn more about source of funds verification for Client’s accounts on the Shares Pro platform.

Why do I need to provide the Client’s source of funds?

Learn more about deposit methods available for Client’s accounts on the Shares Pro platform.

How can my Client deposit money to their Shares account?

Learn more about required banking documents on the Shares Pro platform.

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

Steps to create business accounts for Clients in the Shares Pro platform

What are the steps to create a business account for a Client?

View the list of documents Business Clients need to prepare for onboarding on Shares Pro

What do your Business Clients need to prepare to onboard on the Shares Pro Platform?

Learn more about available types of accounts.

What types of accounts does Shares offer for WM clients?

What are the steps to transfer a Client’s PEA to Shares Pro?

How to create a Plan on the Shares Pro platform?

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

How to cancel, pause or resume a Plan on the Shares Pro platform?

What is SEPA Direct Debit on the Shares Pro platform?

Learn more about setting up SEPA Direct Debit.

How to set up SEPA Direct Debit on the Shares Pro platform?

Everything you need to know about linking SEPA Direct Debit for clients onboarded before May 2025

How to set up SEPA Direct Debit for clients onboarded before May 2025 on Shares Pro?

Everything you need to know about editing an Investment Plan.

How to edit a Plan on the Shares Pro Platform?

Everything you need to know about withdrawing Client funds.

How to initiate withdrawals from CTO accounts on the Shares Pro platform?

All you need to know about creating an ELTIF order on the Shares Pro platform.

How to create an ELTIF order on the Shares Pro platform?

Learn more about fee for ELTIF orders on the Shares Pro platform.

What are the fees for ELTIF orders on the Shares Pro platform?

Learn more about investments in Structured Products.

How to create a Structured Product order on the Shares Pro platform?

Learn more about asset allocation changes

How to change the asset allocation of an Investment Plan?

Learn more about selling assets within an Investment Plan

How to sell assets from an Investment Plan?

Learn more about MiFID II Product Governance Profile

What is the MiFID II Product Governance Profile?

😎 Discover the Shares Pro Platform for Wealth Managers

Shares Pro (France only)

Everything you need to know about the Client Portal.

What is the Client Portal?

Everything you need to know about your portfolio view in the Client Portal.

How can I read my portfolio performance in the Client Portal?

Shares Pro: Client Portal

shares.io

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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