You can generally start trading within:

– 3 working days if you have applied for a new holder identification number (HIN) for your trading account.

– 4 working days if you have requested for a HIN transfer across from your previous broker to your trading account.

We will contact you should we require any further information on your application.

Once the trading account has been activated, you can deposit funds into your Direct Investment Account. See how do this in the FAQ question below.

– Your ID details so we can verify your identity online (i.e. Australian passport or driver’s licence)

– Your bank account details (from an Australian bank)

– Tax File Number (optional)

– Company or trust documents if you are opening an SMSF, company or trust account

– Your HIN if you’re switching from another broker

You can deposit funds electronically by either:

BPay: simply use the Biller Code and your BPay Number
Electronic transfer: use your BSB and Account Number

The timing of your funds deposit reaching your Direct Investment Account is dependent on your bank’s processing time.

If your deposit instruction was completed before your bank’s cut-off time, your funds will normally be in your Direct Investment Account the next business day.

To withdraw funds, simply visit the fund transfer section in your account and submit a funds transfer request online at anytime.

Your available transfer balance takes into account your cash balance and any buys pending settlement and open buy orders you have at the time of processing your transfer request.

When you submit your transfer request before 2:30pm AEST on business days, your funds transfer is processed on the same day and the funds should be in your nominated bank account the next working day.

After 2:30pm AEST on a business day or on a non-business day, your instruction will be processed at 2:30pm the next business day.

Please note that the cut-off on non-settlement days and shortened ASX trading days such as Christmas Eve and New Year’s Eve is 12.30pm AEST.

To transfer shares to your Bell Direct account, follow these steps:

1. Determine where the shares are held: at another broker or at a share registry.

2. Fill up the right transfer request form:

For shares from another broker: once logged in, go to Forms in the My Account tab and fill up the Broker to Broker Transfer Request form.

Your details at the other broker must exactly match the details you have with us to allow the transfer. If shares are currently held in a different name, you will need to complete an Off Market Transfer Request form (found in Forms in the My Account tab once logged in) (at a cost of $55 per holding).

For shares from a share registry: once logged in, go to Forms in the My Account tab and fill up the Issuer Sponsored Conversion Request form.

Your details at the share registry must exactly match the details you have with us to allow the transfer. If shares are currently held in a different name, you will need to contact the share registry to change the details before submitting the Issuer Sponsored Conversion Request form.

All the request forms can be found on My account tab once you have logged in.

If you are in the process of opening a new online share trading account with us, you will have the option to transfer a HIN across during the online account setup process.

3. Send us your signed request form by:

Email at support@belldirect.com.au
Mail to Bell Direct, GPO Box 1630, Sydney NSW 2001

Once we’ve received it we’ll transfer the shares into your Bell Direct account within 3 days.

You can also watch our tutorial video: