What could be better than $300 of free brokerage?

Get $300 free brokerage until June 30th when you move to Bell Direct.

All you need to do is:

Step 1: Join Bell Direct and transfer your stocks to your Bell Direct portfolio.

During your application, when you’re asked whether you want to ‘Establish a new HIN’, select ‘No‘, then enter your existing broker holdings details so we can arrange for your holdings to be transferred into your Bell Direct portfolio.

Remember to sign the HIN transfer form at the end of your application (no electronic signatures). Your Bell Direct account details must match your existing HIN details exactly to enable a smooth transfer from your existing broker.

Step 2: When your trading account is open, any trades you complete by COB 30 June 2022 will be eligible towards your $300 of free brokerage.

Your brokerage up to the value of $300 will be refunded at the beginning of the month following the order(s) being executed.

Remember, to access your $300 of free brokerage, you must transfer your holdings to your Bell Direct portfolio.

Get $300 of free brokerage until June 30th

What could be better than $300 of free brokerage?

Broker Research

Exclusive Bell Potter research

On the Go

New mobile app

Better service and your calls answered, on average, within 20 seconds

A reliable investment platform

An Australian owned platform backed by Bell Financial Group

Tools and research to help experienced investors get ahead

Value for money

Secure

Legal ownership of your shares, with your own individual HIN

How about we share our secrets with you?

Get exclusive research, like Bell Potter research, for your eyes only.

Looking for investment opportunities? Get your research at your fingertips.

When you join Bell Direct you get exclusive access to Bell Potter’s experienced and qualified analyst research every day. You can even access the research on your mobile (you can’t get that at any other broker).

For a huge selection of large and mid-cap ASX-listed companies you’ll get:

  • A recommendation and price target
  • Earnings forecast and estimate changes
  • Financial analysis and valuation
  • Comparison with peers
  • Results preview and review

Here’s the proof:

How about a real person answering the phone?

When you call Bell Direct, we’ll answer your call on average, within 20 seconds.

Have you ever called your broker and waited for what seemed like an eternity? And when you finally got through, you were stuck talking to a robot… or to someone who didn’t understand investing?

Making investors happy and solving their problems is a big part of what we do.

When you give us a call:

  • You’ll talk to a real person – no robots.
  • You’ll talk to someone who understands investing and trading.
  • You won’t wait long: our call waiting times are lightning fast – great when you’re in a hurry.
  • You won’t get transferred to another department – we’re there until your query has been resolved – we’re only happy if you are.

How about a platform that actually works?

Finally… a simple, reliable investment platform with easy-to-use tools.

Have you ever missed an investment opportunity when your platform went down?

With Bell Direct you get a reliable investment platform that’s easy-to-use, filled with a bunch of handy tools and features including:

ETF & mFund filters

The Bell Direct ETF & mFund filters make it simple to find, compare and analyse the different ETFs and mFunds in the market. So you can then find the investments that suit your portfolio.

You can also sieve through different metrics like providers, asset classes, management fees and sectors.

1 second placement guarantee

When you trade, speed is everything. So we guarantee it.

When you place an eligible ‘market to limit’ order we guarantee to place it onto the ASX in under 1 second – guaranteed. If not, your trade is free – you pay zero brokerage on that trade.

It’s that simple. And we’re that fast.

Advanced charting

Visualise complex pricing data and technical indicators simply with our fully interactive HTML5 charting technology. You can directly manipulate the data displayed, annotate and draw, in a fully responsive layout on all your devices.

Strategy Builder

Want to build your investment strategy? Or test the one you’ve got? Our Strategy Builder tool (powered by Trading Central) lets you:

  • Identify new opportunities and strategies
  • Choose from a list of topical themes including ESG, Electric Vehicles (EVs) and COVID-19
  • Choose from a list of pre-built expert strategies
  • Create your own strategy to identify opportunities based on fundamental and technical analysis

You can also test your chosen strategy and see how it would have performed over the last 6 months.

Unusual volume

If an otherwise boring stock suddenly sees major movement… wouldn’t you want to know? You can get a better understanding of the flow of trades in a particular stock with the Bell Direct ‘Unusual volume’ tool.

Get $300 of free brokerage until June 30th

How about good old-fashioned peace of mind?

Bell Direct is Australian owned and operated, and part of the Bell Financial Group.

Are you spooked by flashy new brokers you’ve never heard of?

We’ve been around since 2007 and we’re part of the Bell Financial Group, which has over 760 employees operating across 13 offices in Australia, as well as offices in New York, London, Hong Kong and Kuala Lumpur.

Your shares belong to you

When you join Bell Direct, you’ll get or use your own individual HIN, so you have legal ownership of the shares you buy, no questions asked, and no asterisks.

We think that’s better than many of the newer “low-cost” broker platforms, which operate under a custodial or nominee model that pools everyone’s shares, and sometimes cash, together. This means investors do not have legal ownership over their shares. In the event of bankruptcy, or collapse of the platform, investors have limited claim to their shares.

How about value for money?

Better value than the big guys (and even better value the more often you trade).

Don’t you deserve a simply better deal?

Trade sizeBell DirectCommSecANZ Share InvestingWestpac Online InvestingNabtrade
$5,000 trade$15$19.95$19.95$19.95$19.95
$10,000 trade$15$19.95$24.95$19.95$19.95
$25,000 trade$25$29.95$29.95$27.50$27.50
Frequent Trader Discount
> 10 trades/mth

$13

> 30 trades/mth

$10
None
> 1 trade/mth $19.95

or 0.11%
NoneNone

The above information is true as at 01/04/2022.

Get $300 of free brokerage until June 30th

The boring bits

Ok, we know terms and conditions are important…

When does the offer start and close?

The $300 free brokerage offer is available from Monday 4 April 2022 until Thursday 30 June 2022. Please note, only trades completed by COB 30 June 2022 will be eligible towards your $300 of free brokerage.

How do I transfer my HIN to Bell Direct?

During your application, when you’re asked whether you want to ‘Establish a new HIN’, select ‘No‘, then enter your existing broker holdings details so your holdings are transferred into your Bell Direct portfolio.

At the end of your application, complete the ‘Broker to Broker Transfer Form’. You need to PRINT and SIGN the form where indicated (electronic signatures not accepted).

You can upload the signed form through the application, or alternatively, send the completed form back to us by email at support@belldirect.com.au or by post: Bell Direct, GPO Box 1630, Sydney, NSW 2001, AUSTRALIA.

Where do I find my Broker to Broker Transfer Form and how do I complete it?

If you wish to transfer your HIN or holdings after you join, you can find the ‘Broker to Broker Transfer Form’ in the ‘My Account’ tab under ‘Forms’ within your Bell Direct account.

Complete and sign the ‘Broker to Broker Transfer Request’ form (electronic signatures not accepted).

Remember to include your Bell Direct account number. For your transfer to be successful, your registration details (i.e. your name and address) on the form must be consistent with the details on your account with Bell Direct. If not, you will need to advise your existing sponsoring participant of any changes before we can process the transfer.

Do I have to transfer my HIN to be eligible for the offer?

No, if you don’t want to transfer your HIN to Bell Direct you can instead transfer your holdings to us via a stock transfer.

You can complete a stock transfer either during your application, or alternatively after you’ve joined, by completing the relevant section of the ‘Broker to Broker Transfer Form.’

Once your stock has been transferred to your Bell Direct portfolio successfully, any trades you complete by COB 30 June 2022 will be eligible towards your $300 of free brokerage.

If I transfer my Issuer Sponsored Holdings, will I be eligible for the offer?

Yes, you can transfer your issuer sponsored holdings and be eligible for the offer.

If I complete an Off Market Transfer, will I be eligible for the offer?

No, off market transfers will not be being considered for this offer.

What type of securities can I transfer to Bell Direct?

You can transfer stocks, ETFs, mFunds, ASX-listed bonds, options and warrants.

Is there a minimum amount of holdings I need to transfer to be eligible for the offer?

The minimum amount for each security needs to be a marketable parcel. ASX Settlement rules have set this minimum value at $500 per security.

How do I access the $300 free brokerage?

To access your $300 of free brokerage, you must transfer your holdings to your Bell Direct portfolio. Then, any trades you complete by COB 30 June 2022 will be eligible towards your $300 of free brokerage.

Your brokerage up to the value of $300 will be refunded at the beginning of the month following the order(s) being executed.

Disclaimer

This information is general in nature only and you should consider whether it is appropriate for you. For more information visit belldirect.com.au or call 1300 786 199. Bell Direct is the trading name of Third Party Platform.