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How to Switch an Existing Trading Account to Bell Direct

If you already have an account with Bell Direct, simply log in and apply to open an additional traditional trading account (including an individual, superannuation, trust, corporation or minor account).

We make switching your holdings easy and safe - as part of the application, we will ask for your HIN and then we will do the switching for you. When your Bell Direct account is opened, your portfolio will be switched into your account, ready to go.

 

What you will need to switch to a Bell Direct trading account:

  • Personal details for all applicants - date of birth, Australian residential address, contact address, etc.
  • Company or trust documents if you are opening an SMSF, company or trust trading account
  • A valid email address to receive your application details and notifications
  • A current mobile number
  • A current Australian bank account or margin loan account
  • Tax File Number (optional)
  • HIN number (optional)
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