Micro Investing comparison

Raiz Invest vs Sharesies

Raiz is a subscription-based managed fund that invests your money into pre-built ETF portfolios, while Sharesies is a full brokerage that lets you pick individual ASX, US and NZ shares and ETFs. The biggest practical difference: Raiz bundles everything into a flat $5.50/month fee, whereas Sharesies charges 1.9% per trade (capped at $6) unless you prepay with a monthly plan. One is set-and-forget; the other is pick-your-own.

Choose
Raiz Invest
if…
  • You want a completely hands-off investing experience where Raiz manages the portfolio and rebalances automatically
  • You want to invest small amounts frequently — round-ups, recurring deposits, and zero extra fees per transaction
  • You need an SMSF account or a simple way to invest for a minor without opening a separate brokerage
  • You dislike per-trade costs and prefer a predictable monthly subscription that covers all ASX ETF trading
Full breakdown of Raiz Invest
Choose
Sharesies
if…
  • You want to buy and sell individual ASX shares, US stocks, or NZ stocks — not just managed ETF portfolios
  • You want direct US shares and US ETFs with fractional trading, plus a USD account to hold currency
  • You want more trading control — limit orders, stop losses, conditional orders, and after-hours trading
  • You want dividend reinvestment (DRP) on your holdings, which Raiz doesn't offer
  • You prefer pay-as-you-go pricing or a low monthly plan ($5/mo) rather than a flat $5.50/mo fee regardless of activity
Full breakdown of Sharesies

Where they differ

FactRaiz InvestSharesies
Fee model$5.50/month flat (no per-trade costs)1.9% per trade (capped at $6) or monthly plans from $5/mo
Investment typeManaged ETF portfolios onlyIndividual ASX, US & NZ shares, ETFs, and fractional shares
US stocksNot supportedSupported (with USD account and fractional shares)
CHESS sponsorshipCustodian (no HIN)Custodian (no HIN)
Minimum to start$5$1
Verdict

Pick Raiz for effortless, hands-off ETF investing; pick Sharesies if you want to choose your own stocks and markets.

All data points side-by-side

Every verified fact for both platforms. Differences are highlighted.

FieldRaiz InvestSharesies
account structure
CHESS sponsorship modelcustodiancustodian
Individual HINNo
Individual accountYesYes
Joint accountNoNo
Company accountNoNo
Trust accountNoNo
SMSF accountYesNo
Kids / minor accountYesYes
asset coverage
ASX shares supportedNoYes
ASX ETFs supportedYesYes
US shares supportedNoYes
US ETFs supportedNoYes
Other markets supportedNZ
Fractional shares (ASX)YesYes
Fractional shares (US)Yes
Options tradingNoNo
CFDs supportedNoNo
Managed fundsYesNo
Bonds supportedNoNo
IPO accessNoNo
costs hidden
FX spread (AUD/USD)0.6%
FX spread (other currencies)0.6%
Holds USD accountYes
FX currency switch trickNo
Market data fees$0/month
Conditional order fees$0
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.
costs visible
ASX brokerage minimum$0
ASX brokerage percentage1.9%
ASX brokerage threshold$315.79
ASX free trade conditionsBrokerage free across all plans — bulk ASX execution is bundled into the monthly subscription / management fee. No fees on deposits, withdrawals, or portfolio switches.Pay-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.
US brokerage minimumUS$0
US brokerage percentage1.9%
Monthly platform fee$5.5/month$0/month
Annual platform fee$66/year$0/year
Inactivity fee$0$0
Withdrawal fee (AUD)$0$0
Off-market transfer fee$50
identity and trust
Legal entity nameRaiz Invest Australia LimitedSharesies Australia Limited
AFSL number434,776529,893
Year founded2,0162,021
Parent / ownershipRaiz Invest Limited (ASX: RZI) — Australian publicly listed parentSharesies Group Limited (New Zealand)
Country of incorporationAUAU
Public company statuspublicprivate
money movement
Minimum initial deposit$5$1
Minimum subsequent purchase$0$1
Deposit methodsbank_transfer, debit_card, round_ups, recurring_direct_debitPayID, OSKO, direct credit, card
Settlement periodT+2 (ASX) — applies to fund trading via the underlying ETFs; member contribution settles in ~1-2 business days into the fund.T+2 ASX/NZX, T+1 US
Withdrawal time3-5 business days (T+2 ASX settle, then 1-3 days bank transfer)1-2 business days for settled funds; longer if recently sold (T+2 settlement plus 1-2 days reconciliation plus 1-2 days bank transfer)
platform ux
iOS appYesYes
Android appYesYes
Desktop platformNoNo
Demo accountNoNo
Free real-time market dataNoNo
Free research reportsNoNo
2FA supportSMSauthenticator_app
Customer support channelsphone, email, in_appemail, in_app
Support hours (AU time)Monday-Friday, 8:30am-5:30pm Sydney timeMonday to Friday, 6 AM to 4 PM AEST
Education contentbasic articlesbasic_articles
tax and reporting
Australian tax statementYesYes
Distribution component breakdownYesYes
CGT calculator / reportYesYes
Sharesight / Navexa integrationNoNo
trading mechanics
Market ordersYes
Limit ordersYes
Stop loss ordersYes
Conditional ordersYes
Auto-invest / DCAYesYes
Auto-invest sophisticationweighted/rebalancingmultiple_assets
DRP (dividend reinvestment)NoYes
After-hours / overnight tradingYes

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