Help and how-to guides

Step-by-step instructions for everything in Franked. For how tax on shares works, see our tax guides.

Start here

Getting started with Franked

Create your account and add your first shares in five minutes.

Setup

Importing your trades

Bring in trades from Sharesight, CommSec, SelfWealth, Stake, Pearler and other brokers, or from contract-note PDFs.

Tax time

Doing your tax return with Franked

Get every investment figure for myTax, including capital gains, franking credits and ETF statements.

For accountants

Setting up your firm and clients

Add clients, import their trades, invite staff and put your branding on client portals.

For accountants

Giving clients their own login

Create a client's account in one step, and what your clients see when they sign in.

Everyday use

Dividends, DRPs and corporate actions

How Franked works out dividends, and how to handle DRPs, splits, demergers and takeovers.

Billing

The firm plan, trial and billing

How the 14-day trial and the $15 a month firm plan work, and how to cancel.

Still stuck? Use Contact support (bottom right of any page, or in the app's sidebar) and our support and technical team will help, usually within one business day.