To add an authorised representative to enquire or trade on your account, you will need to log into your account, go to Forms in the My Account tab and fill up the 'Adding Authorised Representative' form.
- If the authorised representatives are an existing Bell Direct client, you can nominate their existing username on the form.
- If the authorised representatives are not an existing client, they will need to Register for a Username and once done, you can nominate their newly created username on the form.
Please note: you must provide identification for the authorised representative, such as a driver’s license or passport unless they are an existing client of Bell Direct.
Once added, authorised representatives on your account will use their own login details and will be ready to trade.
Authorised representatives are unable to:
- Suspend or close the account
- Prohibit account holders from trading
- Request stock transfers and conversions
- Request funds transfer into or out of the trading account
- Change registration details and the nominated bank account for the trading account
To revoke an authorised representative, you must provide us with written permission from all of the account holders.