Existing Bell Direct clients may log in and apply for an additional traditional trading account. Available account types include individual, superannuation, trust, corporate, and minor accounts.
The process of switching holdings is designed to be simple and secure. As part of the application, details such as your Holder Identification Number (HIN) will be requested, allowing Bell Direct to manage the transfer on your behalf. Once the new Bell Direct trading account has been opened, your portfolio will be transferred across and ready for use.
Information required to switch to a Bell Direct trading account
- Personal details for all applicants, including date of birth, Australian residential address, and contact address
- Company or trust documentation if applying for an SMSF, company, or trust trading account
- A valid email address for application correspondence and notifications
- A current mobile phone number
- An active Australian bank account or margin loan account
- Tax File Number (optional)
- Holder Identification Number (HIN) (optional)