Bell Direct online share trading

Opening and maintaining an account

• How do I open a Bell Direct trading account?
  
  To trade through Bell Direct, you need to open a trading account. It's free of charge and you only pay when you trade with us.

  You will need to be over 18 years old with an address in Australia.

  All you need to do is simply fill in the Bell Direct Online Account Application.

  Once you have completed your client account application, please print a copy, sign and post to:
  Bell Direct
  GPO Box 1630
  Sydney NSW 2001.
• What is the difference between Silver and Gold Information service?
  
  You can select to open either a trading account with either a Silver or Gold information service depending on your trading style.

  Our Silver information service is provided free of charge.

  Our Gold Information Service has a small monthly fee.
• What brokerage and fees do you charge?
  
  You only pay brokerage when your orders have traded. Take a look at our fee schedule to see our fees and charges.

  Emailed contract notes are free and you can also download them from the trade page
• How do I complete the online account application?
  
  To become a Bell Direct member you just need to follow a simple four step process:

  1. Register for free.
  2. Open an account.
  3. Deposit cash into your Bell Cash Trust.
  4. Start trading!
• Why can't we use the same email or mobile number to register?
  
  We treat your email address as a unique identifier of your login details.

  Most of our correspondence is sent via email including:

  • Passwords
  • PINs and
  • Contract notes

  So to maintain the confidentiality and privacy of each user, you need to have your own email address.

  Mobile numbers are also a unique identifier of your login. With the ability to trade via SMS, again each user needs their own mobile number.
• How can I send my paperwork to Bell Direct?
  
  You can submit your completed documents and forms by:

  • Fax - +61 3 8663 2799
  • Snail mail:
    Bell Direct
    GPO Box 1630
    Sydney NSW 2001
• What happens after my application form has been submitted?
  
  You will instantly be given partial access to the Bell Direct trading area after you successfully complete your application.

  Once we have received your application form and supporting documentation:

  • We will aim to activate your account within three working days upon receipt.
  • You will receive an email from us to verify once your account has been set up.

  All the information you need, such as account numbers, PIN, and instructions on how to deposit funds into your account will be sent to you via email.
• How do I get informed about my PIN?
  
  We will send your Personal Identification Number (PIN) to your email address when your account is first opened.

  For security purposes, we will not provide your PIN via phone or fax. If you would like it emailed again, simply call our Customer Service team on 1300 786 199.
• Can I authorise someone else to trade on my account?
  
  Yes, you can authorise someone else to enquire or trade on your account.

  There are two ways to do this:

  1. Complete the 'Authorised Representative' section on the online account application OR
  2. Once your account is established, complete the Adding Authorised Representative form
     Note: you must provide identification for the authorised representative, such as a driver's license or passport.

  If you want to revoke authority for an authorised representative, you must provide us with written permission from all of the account holders.

  Once added, authorised representatives on your account will have their own login details. They can call our Customer Service team and obtain trading account information and trade on your account.

  However, authorised representatives are unable to:

  • Suspend or close the account
  • Prohibit account holders from trading
  • Request stock transfers and conversions
  • Request funds transfer into or out of the trading account
  • Change registration details and the nominated bank account for the trading account.
• How do I change my details?
  
  You can change the following personal details in the 'My Account' section

  • Contact details – email, mobile/phone/work/fax numbers and preferred method of contact
  • Residential and postal address
  • Information service subscription
  • Password and PIN

  For changes not listed above, go to 'Forms/documents'
• How do I upgrade or downgrade my account between the Silver, Gold and WebIRESS service?
  
  You can upgrade or downgrade your information service subscription on the My Information Service Account page in the 'My Account' tab. Please note that you should make any downgrade request before the last day of the calendar month to avoid being billed for the next month.
• How and when do I pay for the Gold Information Service?
  
  If applicable, a fee is debited directly from your Bell Cash Trust on the first day of every month.

  You can access both current and past invoices on the 'Invoices' page in the 'Portfolio & Reporting' tab.

  Read more about our services options
• How can I change my PIN or Password?
  
  You can change your Password and/or PIN online on the 'My Login Detail' page in the 'My Account' tab.
• How do I unlock my account if I've signed in unsuccessfully?
  
  You can unlock your account by choosing 'Reset a Forgotten Password' located right beneath the username and password fields:

  1. Key in your username
  2. Click the Reset button
  3. A new password will be sent to your email.
  4. Login with the new password to unlock your account.
• Why am I unable to login?
  
  There could be a few reasons. Try these suggestions:

  1. Make sure your username is correct.
  2. Passwords are case-sensitive so make sure the correct cases are used and your caps lock is not unintentionally activated.
  3. If you are doing a copy & paste of your password, make sure you don't copy any blank spaces or other irrelevant characters.

  If you need assistance with your username, please call our Customer Support team on 1300 786 199.
• How do I close my trading account?
  
  If you no longer wish to trade with Bell Direct, you need to provide a signed written request, detailing your account number, to Bell Direct to close your trading account.

  This can be either faxed or mailed to us
• How do I add additional email addresses to my account?
  
  If you wish to add email addresses to receive a copy of each contract note generated on your account please contact us via email, phone or fax, detailing your account number and the additional email address(es) you wish to add.