FREE financial summary report for tax time

The Bell Direct financial year summary report is a direct result of taking on board our clients’ feedback to help with their end of year account-keeping efforts.

View a sample report This innovative and easy-to-read report is free and available to all our clients who traded with Bell Direct during the year.

The report includes details like:

• Your account summary
• Holdings valuation
• Cash account summary
• Transaction summary
• Brokerage and information services and
• Estimated dividend summary.

Take a look at a sample of the report >

Join now and get better value with Bell Direct

There’s more to Bell Direct than just $15 trades. You’ll receive excellent value with the end of financial year summary report, free broker research, free conditional orders, mobile trading and more.

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For existing Bell Direct clients

Please note, where you have transferred holdings to us or received stock via a corporate action, we may not be aware of the cost value of some movements.

In preparation for the 2010/11 tax year report, you may like to update the cost value of these holdings by using the 'Portfolio manager' tool.

Here’s how:

1. Login to the website.
2. Choose the ‘Wrap & reporting’ button then click ‘Portfolio manager’.
3. Simply check the box 'Only show my holdings that do not have a cost value/average price associated with them'.

This will allow you to quickly locate those holdings that require an update.