You can transfer existing holdings from another broker to Bell Direct by completing a Transfer of Holdings form.
You can find this form online via your Bell Direct account. Once logged in, please navigate to "My Account", select "Forms," and under "International Forms," click on "Transfer of Holdings."
Once filled out, you'll need to email the form to our team for processing. Please note that the Delivering Form DTC/ACAT Clearing Number is required and can be obtained directly from your current (delivering) broker.
Should you require any assistance while completing the form, our team will be pleased to help.