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Bring your own margin loan to Bell Direct

We've made online trading even simpler by allowing you to use your own margin loan to trade with Bell Direct, either online or over the phone.

That means you can trade using any margin loan account and still benefit from our award winning low brokerage.

Break free and enjoy more freedom

Bell Direct's external margin lending facility helps you break free from the constraints imposed by most other online trading platforms.

With Bell Direct, you can trade using your own margin loan - with any external margin lender. It's that simple.

Our focus is to provide you with great service, more choice and a great price. So we've developed our innovative service based on your feedback.

You told us you were frustrated with:

• Being locked into your online broker's affiliated margin loan facility
• Paying exorbitant fees.

With Bell Direct, trading from your external margin loan is easy and inexpensive. We have no agenda other than making your online trading experience that way it should be. Pure and simple.

What you'll pay

The brokerage for each order you place using your external margin loan will be the same as our standard brokerage rate plus a flat administration fee of $15.

So from just $30, Bell Direct's BYO margin lending facility is the most convenient and best priced in Australia. A small price to pay for big convenience.

How the margin lending facility works

To start trading using your margin loan, you simply need to open a new Bell Direct trading account in the name of your margin lending facility. It's easy and it's free:

1. Complete the online registration form. We'll send you an email with your new login details.
2. Complete the online trading account application.
3. Make sure you select 'Yes' to the question 'Do you want this account to be settled via a margin lending facility?'.
4. You'll be prompted to select the name of your margin lender and enter details such as:
   • your margin loan account number
   • the name and contact number of your margin lending account manager.
5. Return the signed paperwork to:
   Email: support@belldirect.com.au
   Post: Bell Direct, GPO Box 1630, Sydney, NSW 2001
   Fax: +61 3 8663 2799
   Note: we'll tell you what's required during the online application process.
6. Once we receive your paperwork we'll verify with your margin lender that your margin lending facility is active.
7. We'll then activate your margin lending trading account.
   Although all of your trades will be settled through your margin lending facility, we will automatically set up a Direct Cash Account to enable you to subscribe to our Gold or WebIRESS services should you wish to. Find out more about how the Direct Cash Account works with our Direct Cash Account quick guide.
8. You can then place trades with Bell Direct using your external margin loan account. Every time we receive your order instruction, we will contact your margin lender to authorise your instruction prior to entering it onto the market.

It's that simple.

Bell Direct's BYO margin loan lets you...

• Borrow against your existing assets such as share holdings, cash and managed funds to invest in additional investment assets.
• Set up a trading account that is linked to your existing, active margin loan facility for settlement.
• Place an order, amend and cancel instructions on your margin lending trading account online or on the phone with Bell Direct.

Want to know more?

If you have any questions:

• Take a look at our FAQs
• Send an email to support@belldirect.com.au
• Call our Client Support team on 1300 786 199.

If you're new to Bell Direct you can sign up now.