Bell Direct Advantage

Macquarie clients, welcome to Bell Direct Advantage

A seamless transition from Macquarie

We’re here to make the transition from Macquarie as seamless as possible for you.

As part of this process, Macquarie has organised for Bell Direct to offer a trading service to you under our ‘Advantage’ premium offering.

Bell Direct is backed by Bell Potter, a leader in the Australian stockbroking industry since 1970.

Read on to find out what extras you’ll also get as part of the Bell Direct Advantage service.

Macquarie

Features that you enjoyed as part of your Macquarie account:

  • A dedicated trading desk ready to take your calls and manage your orders if required,
  • Your existing settlement account.
Bell Direct Advantage

Your new Bell Direct Advantage extras:

  • Real broker research from Bell Potter,
  • The ability to trade mFunds,
  • Our award-winning service,
  • Competitive pricing at 0.75%, with a new lower minimum of $75,
  • No account keeping fee.
Bell Potter

We are backed by Bell Potter
a leader in the Australian stockbroking industry since 1970.

Bell Direct Advantage offers a dedicated trading desk ready to take your calls and manage your orders

What you can trade with Bell Direct Advantage

ASX Listed

ASX listed equities

ETFs

Exchange Traded Funds

mFund

mFunds

Warrants

Warrants

ETOs

Options

XTB

Exchange Traded Bonds

Ranked No 1. for overall client satisfaction by Investment Trends for over 7 years

Investment Trends Winner

Other features of Bell Direct Advantage

IPO

Access to IPOs

In essence, IPOs are the process by which companies transform from being privately held to publicly listed. IPOs are a public offering in which a company’s shares are sold off on stock exchanges, and are underwritten by investment banks. After the IPO, shares will be traded as normal on the exchange.

Margin Lending

Margin Lending

Boost your investing power with margin lending. A margin loan enables you to borrow money by using your existing portfolio holdings as security. By accessing more funds, you can increase the amount you have invested. This means you can work on building the portfolio you thought was out of reach.

Bell Potter Research

Real Broker Research

You’ll get access to Bell Potter’s experienced and qualified analysts research every day. The research covers Australia’s top ASX-listed companies and selected mid-cap and emerging companies. You’ll get individual stock reports, detailed sector reports as well as economic and market commentary. Rated #1 by Investment Trends.

Daily Trading Ideas

Daily Trading Ideas

When you trade with Bell Direct, you’ll receive 3 bullish and  3 bearish trading ideas each day in your inbox. Bullish and bearish actionable trading ideas are based on chart patterns detected by Trading Central. The alerts are emailed early each morning so you can decide in advance which trading ideas are best suited for you.

Easy Tax Reporting

Easy Tax Reporting

Our financial year summary is an innovative and easy-to-read report available to all Bell Direct Advantage clients. This easy-to-read report includes: your account summary, holdings valuation, cash account summary, transaction summary, brokerage and information services and estimated dividend summary. Rated #1 by Investment Trends.

Daily Market Updates

Daily Market Updates

Each morning, you’ll get access to our Market Analyst Jessica Amir’s Morning Bell. Jess gives a rundown on the latest market news, what to expect for the market day, stocks to watch and the latest global movements. You’ll also get access to her Weekly Wraps and Monthly Wraps.

FAQ – Next Steps

What do I do after I receive my reminder notification from Macquarie?

Unless you opt out, you will receive a second communication from Macquarie around 8 September 2020 reminding you that the transfer to Bell Direct Advantage will occur on 19 September 2020. This has now been changed to 2 October 2020.

You will receive an email from us around the 25th of September that will contain a link to your personalised account opening form. Your account opening form will be pre-populated with the data provided by Macquarie.

Follow the step by step guide to create your account. You will need to upload a copy of your Driver’s Licence or Passport during the application process.

If you received your notifications from Macquarie via mail, then we won’t have your email address which is required to set up your account. Please contact us on 1300 362 302 so we can help you set up your new Bell Direct Advantage account.

If there is more than one person associated with your account, they will be required to review and approve the application.

When will I receive my email from Bell Direct Advantage?

If your account is due to transfer to Bell Direct Advantage on 19 September, there has been a delay with your transfer. Your account will now transfer on 2 October. You will receive an email from us, with a link to create your new account, around 25 September. Until the transfer occurs on 2 October you should continue to transact through your Macquarie account.

What happens if I complete my application before the transfer?

On 2 October 2020 Macquarie will instruct the ASX to move your CHESS Holder Identification Number (HIN) and any securities held on that HIN to Third Party Platform Pty Ltd (trading as Bell Direct).

If you complete your application before 2 October you should receive a welcome email from us on that weekend when your HIN and securities have been transferred to us.  You can then log in, check out your holdings, create a watchscreen, review the Bell Potter Research and you will be ready to trade from Monday the 5th October 2020.  If you have any questions then, call the dedicated Bell Direct Advantage line on 1300 362 302.

There may be a period of time where your Bell Direct Advantage account has been set up, but the movement of your HIN from Macquarie to Bell Direct is yet to be completed. During this interim period, if you need to trade, you will need to contact Macquarie on 1800 100 192. Following the transfer of your HIN on 19th September, you can contact Bell Direct Advantage on 1300 362 302 thereafter.

What happens if I complete my application after the transfer?

If you complete your application after 2 October 2020, you should receive a welcome email from us the within a day. You can then log in, check out your holdings, create a watchscreen, review the Bell Potter Research and trade.  If you have any questions, then call the dedicated Bell Direct Advantage line on 1300 362 302

What if I don't complete my application?

If you don’t complete your application and wish to place a trade, it may take a couple of days to get your account set up. This is because we are required to validate all new accounts which may take some time. Therefore, we encourage you to create your account now.

What if I don't want to move to Bell Direct Advantage?

We would like you to join us at Bell Direct Advantage but you do have other options. For information in relation to those options, please refer to your correspondence from Macquarie.

What do I need to do now?

Your account with Macquarie will be closing on 10 October 2020. Macquarie has provided you with a number of options in relation to your future trading needs.

If Bell Direct Advantage is your chosen solution to provide your future trading service, it is a little early for you to setup your account with us. Macquarie are required to give you sufficient notice of their intention to transfer your holdings to us. Until that notice period has expired, the best thing to do is wait/acquaint yourself with our services.

The notice period will expire on 16 September 2020. At that point Macquarie will provide us with your personal information, which we will use to assist in creating a new Bell Direct Advantage account for you.

What do I do after I receive my reminder notification from Macquarie?

Unless you opt out, you will receive a second communication from Macquarie around 22 September 2020 reminding you that the transfer to Bell Direct Advantage will occur on 10 October 2020.

At the same time, you will receive an email from us that will contain a link to your personalised account opening form. Your account opening form will be pre-populated with the data provided by Macquarie.

Follow the step by step guide to create your account. You will need to upload a copy of your Drivers Licence or Passport during the application process.

If there is more than one person associated with your account, they will be required to review and approve the application.

What happens if I complete my application before the transfer?

On 10 October 2020 Macquarie will instruct the ASX to move your CHESS Holder Identification Number (HIN) and any securities held on that HIN to Third Party Platform Pty Ltd (trading as Bell Direct).

If you complete your application before 10 October you should receive a welcome email from us on that weekend when your HIN and securities have been transferred to us.  You can then log in, check out your holdings, create a watchscreen, review the Bell Potter Research and you will be ready to trade from Monday the 12th October 2020.  If you have any questions then, call the dedicated Bell Direct Advantage line on 1300 362 302.

There may be a period of time where your Bell Direct Advantage account has been set up, but the movement of your HIN from Macquarie to Bell Direct is yet to be completed. During this interim period, if you need to trade, you will need to contact Macquarie on 1800 100 192. Following the transfer of your HIN on 19th September, you can contact Bell Direct Advantage on 1300 362 302 thereafter.

What happens if I complete my application after the transfer?

If you complete your application after 10 October 2020, you should receive a welcome email from us the within a day. You can then log in, check out your holdings, create a watchscreen, review the Bell Potter Research and trade.  If you have any questions, then call the dedicated Bell Direct Advantage line on 1300 362 302

What if I don't complete my application?

If you don’t complete your application and wish to place a trade, it may take a couple of days to get your account set up. This is because we are required to validate all new accounts which may take some time. Therefore, we encourage you to create your account now.

What if I don't want to move to Bell Direct Advantage?

We would like you to join us at Bell Direct Advantage but you do have other options. For information in relation to those options, please refer to your correspondence from Macquarie.

What do I need to do now?

Your account with Macquarie will be closing on 24 October 2020. Macquarie has provided you with a number of options in relation to your future trading needs.

If Bell Direct Advantage is your chosen solution to provide your future trading service, it is a little early for you to setup your account with us. Macquarie are required to give you sufficient notice of their intention to transfer your holdings to us. Until that notice period has expired, the best thing to do is wait/acquaint yourself with our services.

The notice period will expire on 2 October 2020. At that point Macquarie will provide us with your personal information, which we will use to assist in creating a new Bell Direct Advantage account for you.

What do I do after I receive my reminder notification from Macquarie?

Unless you opt out, you will receive a second communication from Macquarie around 13 October 2020 reminding you that the transfer to Bell Direct Advantage will occur on 24 October 2020.

At the same time, you will receive an email from us that will contain a link to your personalised account opening form. Your account opening form will be pre-populated with the data provided by Macquarie.

Follow the step by step guide to create your account. You will need to upload a copy of your Drivers Licence or Passport during the application process.

If there is more than one person associated with your account, they will be required to review and approve the application.

What happens if I complete my application before the transfer?

On 24 October 2020 Macquarie will instruct the ASX to move your CHESS Holder Identification Number (HIN) and any securities held on that HIN to Third Party Platform Pty Ltd (trading as Bell Direct).

If you complete your application before 24 October you should receive a welcome email from us on that weekend when your HIN and securities have been transferred to us.  You can then log in, check out your holdings, create a watchscreen, review the Bell Potter Research and you will be ready to trade from Monday the 26th October 2020.  If you have any questions then, call the dedicated Bell Direct Advantage line on 1300 362 302.

There may be a period of time where your Bell Direct Advantage account has been set up, but the movement of your HIN from Macquarie to Bell Direct is yet to be completed. During this interim period, if you need to trade, you will need to contact Macquarie on 1800 100 192. Following the transfer of your HIN on 19th September, you can contact Bell Direct Advantage on 1300 362 302 thereafter.

What happens if I complete my application after the transfer?

If you complete your application after 10 October 2020, you should receive a welcome email from us the within a day. You can then log in, check out your holdings, create a watchscreen, review the Bell Potter Research and trade.  If you have any questions, then call the dedicated Bell Direct Advantage line on 1300 362 302

What if I don't complete my application?

If you don’t complete your application and wish to place a trade, it may take a couple of days to get your account set up. This is because we are required to validate all new accounts which may take some time. Therefore, we encourage you to create your account now.

What if I don't want to move to Bell Direct Advantage?

We would like you to join us at Bell Direct Advantage but you do have other options. For information in relation to those options, please refer to your correspondence from Macquarie.

Any other questions

If you have any general questions related to Bell Direct Advantage, please fill out the form below and we will get back to you as soon as we can.

IMPORTANT: We currently do not have your account information so cannot answer any account related questions at this time. Please refer back to the client communication sent through to you by Macquarie initially or you can call Macquarie on 1800 501 562.

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