1. Determine where the shares are held: at another broker or at a share registry.
2. Fill up the right transfer request form:
- For shares from another broker: once logged in, go to 'Forms' in the 'My Account' tab and fill out the Broker to Broker Transfer Request' form.
- Your details at the other broker must exactly match the details you have with us to allow the transfer. If shares are currently held in a different name, you will need to complete an 'Off Market Transfer Request' form (found in 'Forms' in the 'My Account' tab once logged in) (at a cost of $55 per holding).
- For shares from a share registry: once logged in, go to 'Forms' in the 'My Account' tab and fill out the 'Issuer Sponsored Conversion Request' form.
- Your details at the share registry must exactly match the details you have with us to allow the transfer. If shares are currently held in a different name, you will need to contact the share registry to change the details before submitting the 'Issuer Sponsored Conversion Request' form.
- All the request forms can be found on the 'My Account' tab once you have logged in.
- If you are in the process of opening a new account with us, you will have the option to transfer HIN across during the online account setup process.
3. Send us your signed request form by:
- Email: support@belldirect.com.au
- Mail to: Bell Direct, GPO Box 1630, Sydney NSW 2001
Once we've received it we'll transfer the shares into your Bell Direct account within 3 days.
You can also watch our tutorial video here.