How can we help?

You can deposit funds into your trading account by following the steps below: 

1. Locate your deposit details

Log in to your Bell Direct account and select “My Account.” Scroll to the bottom of the page, where your BPAY and bank transfer details are displayed under “Trading Account Information.”

2. Make a bank transfer

Using your banking app, enter Bell Direct’s account details and initiate either an Electronic Funds Transfer (EFT) or BPAY payment.

3. Allow time for funds to clear

Deposits generally take one business day to be credited to your trading account.

For account types that settle via a Macquarie Cash Management Account (CMA), no deposit is required. Trades will continue to settle directly from the linked CMA.

For additional guidance, you can refer to the funding instructions available on the Bell Direct website under the How to fund your Direct Investment Account section.

If you experience any difficulty logging in to your account, our Client Services team will be pleased to assist. Please reach us via live chat or contact us on 1300 786 199.

During the call, our team will complete an identity verification process by asking a series of security questions. For your convenience, please have your account details available.

Our phone lines are open Monday to Friday, from 9:00 am to 5:30 pm (Sydney time).

If either your account, or your PIN has been locked, you’ll need to contact our support team to unlock it.

You can either call us on 1300 786 199 or reach out via Live Chat.

Phone support is available Monday to Friday, from 9:00 am to 5:30 pm (Sydney time).
Live Chat support is available Monday to Friday, from 9:15 am to 6:30 pm (Sydney time).

During the call or chat session, identity verification will be required. This includes a one‑time password (OTP) sent to your registered mobile number, along with a series of security questions.

For your convenience, please ensure your phone and account details are readily available.

To transfer shares into your Bell Direct account, you’ll first need to determine where your shares are currently held and then submit the relevant transfer form to our support team.

Your shares will be held either with another broker or directly with a share registry. An easy way to tell is via a holding statement, where you’ll be able to find your unique identification number – if this begins with an ‘I’ your shares are held with a registry, while if it begins with an ‘X’ your shares are held with a broker.

Once you have determined where your shares are held, you can download the required form via your Bell Direct account. Log in and navigate to My Account > Forms.

If your shares are held with a share registry, you’ll need to submit the Issuer Sponsored Conversion request form. If they are held with a broker, you’ll need to submit the Broker-to-Broker transfer form.

For both forms, your personal details on the form must exactly match your details with Bell Direct. Once completed, this can be emailed to support@belldirect.com.au, or posted to GPO Box 1630, Sydney NSW 2001.

If the shares are held in a different name to your Bell Direct account, for instance moving from a company to an individual account, you’ll need to submit an Off Market Transfer form instead. Please note this will incur a standard fee of $55 per holding.

If you need any assistance with any stage of the transfer process, please reach out to our support team.