1. Log in to your Bell Direct account and hover over 'My Account'
2. Click on 'Forms' and select the 'Broker to Broker Transfer Request' form.
3. Fill in your Bell Direct Account Name and Number
4. The following section only relates to your external broker:
- Fill in your registered details with your external broker
- Account designation - Only fill this if applicable
- Name of existing sponsoring participant - Fill in your external broker's name
- Account Number - External broker's account number
- HIN - External broker's HIN
- Broker number (PID) - External broker's PID. If unsure, you may contact your external broker to obtain this.
5. Enter all securities in the list below
6. Fill in your signature and the date