Margin lending is a great way for you to increase the size and diversity of your portfolio.
As with any investment strategy there are risks so as your first step make sure you read the product disclosure statement and the terms and conditions.
Now with Bell Direct you can gear your share portfolio by trading directly from your Direct Margin Lending account.
Bell Direct's new margin lending facility offers a flexible loan facility and consolidates your cash and your geared shares into one trading account. With this integrated solution, you can place orders, settle your trades and earn a decent daily interest rate on your cash.
Administered by Bell Potter Capital, Direct Margin Lending is fully automated. That means stock holdings immediately reflect executed trades. And your trades are administered using straight through processing, just like your regular Bell Direct share trading account.
For new clients, to apply for your margin lending account, all you have to do is set up a new trading account for your margin loan > Apply now
If you are already a Bell Direct client, please set up an additional account for margin lending here
As part of the application process you will need to complete a credit limit request form. You'll be asked about your income, expenses, assets and any debts you may currently have. You will also need provide proof of income (e.g. your last two payslips or most recent tax return)
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