Share Trading comparison

Sharesies vs Westpac Online Investing

The biggest practical difference is ownership structure: Westpac Online Investing is CHESS-sponsored, meaning you get your own HIN and shares are held in your name, while Sharesies operates as a custodian model — the broker holds the legal title. That distinction drives most of the other differences, from brokerage costs to account types and market access.

Choose
Sharesies
if…
  • You want the lowest possible cost for small trades — Sharesies charges 1.9% capped at $6 for ASX, with no minimum brokerage
  • You want to buy fractional shares on the ASX or US markets, which Westpac doesn't offer
  • You're starting small with as little as $1 and want to automate regular investments across multiple assets
  • You trade US stocks frequently and want a tight FX spread of 0.006% versus Westpac's 0.65%
  • You want a simple, app-only experience with auto-invest and kids accounts from $2/month
Full breakdown of Sharesies
Choose
Westpac Online Investing
if…
  • You want your shares held under your own HIN on the CHESS register — direct ownership, not a custodian arrangement
  • You need a full suite of account types including joint, company, trust, and SMSF accounts
  • You trade options, want IPO access, or invest in managed funds and bonds
  • You want free real-time ASX data and professional-grade research reports included
  • You trade larger parcels — Westpac's tiered brokerage ($4.95–$29.95) becomes cheaper than Sharesies' percentage-based model above ~$315
Full breakdown of Westpac Online Investing

Where they differ

FactSharesiesWestpac Online Investing
CHESS sponsorship modelCustodian (no individual HIN)CHESS-sponsored (individual HIN)
ASX brokerage minimum$0 (1.9% capped at $6)$4.95 (with linked Westpac account)
FX spread (AUD/USD)0.006%0.65%
Fractional sharesYes (ASX & US)No
Account typesIndividual, kids onlyIndividual, joint, company, trust, SMSF, kids
Verdict

Choose Sharesies for low-cost, small-dollar investing with fractional shares; choose Westpac for CHESS ownership, broader account types, and serious market data.

Cost calculator
What would Sharesies vs Westpac Online Investing actually cost you?

Punch in your trade size and frequency. We'll do the full brokerage + FX + fees maths.

All data points side-by-side

Every verified fact for both platforms. Differences are highlighted.

FieldSharesiesWestpac Online Investing
account structure
CHESS sponsorship modelcustodianchess
Individual HINNoYes
Individual accountYesYes
Joint accountNoYes
Company accountNoYes
Trust accountNoYes
SMSF accountNoYes
Kids / minor accountYesYes
asset coverage
ASX shares supportedYesYes
ASX ETFs supportedYesYes
US shares supportedYesYes
US ETFs supportedYesYes
Other markets supportedNZUnited States, Canada, United Kingdom, Germany, France, Switzerland, Netherlands, Belgium, Italy, Spain, Sweden, Norway, Denmark, Finland, Austria, Portugal, Ireland, Hong Kong, Singapore
Fractional shares (ASX)YesNo
Fractional shares (US)YesNo
Options tradingNoYes
CFDs supportedNoNo
Managed fundsNoYes
Bonds supportedNoYes
IPO accessNoYes
costs hidden
FX spread (AUD/USD)0.6%65%
FX spread (other currencies)0.6%65%
Holds USD accountYesYes
FX currency switch trickNo
Market data fees$0/month$0/month
Conditional order fees$0$0
Phone trade surcharge$50
Corporate action feesNo fee for receiving DRP shares ('You don't pay a Sharesies transaction fee when you receive shares through a DRP'). Sharesies handles corporate actions via the Voting & Corporate Actions Policy; specific fees for rights issues, SPP, takeovers not separately listed in pricing schedule.Corporate action processing (rights issues, takeovers, SPPs) is generally free for CHESS-sponsored clients — Westpac/AUSIEX passes elections to issuers/registries. Specific fees only apply in exceptional circumstances per the FSG.
costs visible
ASX brokerage minimum$0$4.95
ASX brokerage percentage1.9%11%
ASX brokerage threshold$315.79$28,000
ASX free trade conditionsPay-as-you-go: 1.9% per buy/sell order, capped at AU$6 for ASX, US$5 for US, NZ$25 for NZ. Monthly plans cover transaction fees on a set volume: $5/mo plan ($54/yr) covers $500 AUD buy/sell + $1,000 AUD auto-invest; $10/mo plan ($108/yr) covers $1,000 AUD buy/sell + $3,000 AUD auto-invest; $20/mo plan ($216/yr) covers $3,000 AUD buy/sell + $8,000 AUD auto-invest. Kids plan $2/mo covers $500 buy/sell + $1,000 auto-invest. Once monthly cover used up, pay-as-you-go applies. No truly free trade option.No free brokerage offered. Lower brokerage tiers ($4.95 minimum) require settlement via linked Westpac Cash Investment Account; settling via other-bank accounts incurs $29.95 / 0.29% minimum.
US brokerage minimumUS$0US$4.95
US brokerage percentage1.9%11%
Monthly platform fee$0/month$0/month
Annual platform fee$0/year$0/year
Inactivity fee$0$0
Withdrawal fee (AUD)$0$0
Off-market transfer fee$50$50
identity and trust
Legal entity nameSharesies Australia LimitedAustralian Investment Exchange Limited (AUSIEX); Westpac Securities Limited issues the branded service
AFSL number529,893241,400
Year founded2,0212,010
Parent / ownershipSharesies Group Limited (New Zealand)Brand: Westpac Banking Corporation (ASX: WBC); operator AUSIEX is wholly owned by Nomura Research Institute, Ltd. (TSE: 4307)
Country of incorporationAUAU
Public company statusprivatepublic
money movement
Minimum initial deposit$1$500
Minimum subsequent purchase$1$0
Deposit methodsPayID, OSKO, direct credit, cardWestpac Cash Investment Account (linked), External bank Direct Credit, BPAY, Internal transfer between Westpac accounts
Settlement periodT+2 ASX/NZX, T+1 UST+2 (ASX), T+1 (US)
Withdrawal time1-2 business days for settled funds; longer if recently sold (T+2 settlement plus 1-2 days reconciliation plus 1-2 days bank transfer)Same-day to 1 business day for Westpac-to-Westpac transfers; 1-2 business days to external bank accounts
platform ux
iOS appYesYes
Android appYesYes
Desktop platformNoNo
Demo accountNoNo
Free real-time market dataNoYes
Free research reportsNoYes
2FA supportauthenticator_appSMS + authenticator app
Customer support channelsemail, in_appphone, email, live chat, in-app
Support hours (AU time)Monday to Friday, 6 AM to 4 PM AESTPhone: 8am-7pm Sydney time Mon-Fri (domestic); 24 hours on US trading days for international; Live chat: 9:30am-5pm Sydney time Mon-Fri
Education contentbasic_articlesstructured courses
tax and reporting
Australian tax statementYesYes
Distribution component breakdownYesNo
CGT calculator / reportYesYes
Sharesight / Navexa integrationNoYes
trading mechanics
Market ordersYesYes
Limit ordersYesYes
Stop loss ordersYesYes
Conditional ordersYesYes
Auto-invest / DCAYesNo
Auto-invest sophisticationmultiple_assetsnone
DRP (dividend reinvestment)YesYes
After-hours / overnight tradingYesNo

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