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In this instalment of our How to: Demo Series, Jess takes you through how to transfer your shares to Bell Direct, so you can access our award-winning research and tools, spot opportunities earlier and have all your direct investments in one central location.Read Transcript
Today we’re going to walk through how to transfer your share holdings to Bell Direct so you can access our award-winning research and tools, you can spot opportunities earlier and have all your direct investments in one central location.
Now transferring your shares is much easier than you think.
If you already have a portfolio with another broker, you can switch to Bell Direct by simply transferring your Holder Identification Number (HIN), so you don’t have to sell down your holdings.
So if you’re joining Bell Direct when completing your online account application, in the CHESS sponsorship section select ‘No’, that you don’t want a new Holder Identification Number (HIN).
Then in the existing broker holdings section, select the name of your current sponsoring broker and enter your HIN.
After you’ve completed your online form, once you receive your paperwork we’ll do the rest and transfer your holdings to Bell Direct in a matter of days.
Or if you already have a Bell Direct account with us and hold shares with another broker, you can simply fill out the one page broker to broker form.
You can find this in the my account drop down under forms.
After that’s all completed, done and dusted, then you’ll hold all your direct investments in one central location making life simple and easy.
So switch to Bell Direct today to access our award-winning research, tools and trading ideas.Close Transcript