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How do I view my portfolio/holdings? (Macquarie to Bell Direct Transition)


You will first need to create new login credentials following the instructions outlined in our welcome email sent on 22 February 2025.

If you can't locate the welcome email, please contact us to arrange for it to be resent.

 

Once you have created your new credentials, simply login to the Bell Direct website and make your way to the Portfolio page, located within the Portfolio & Reporting tab.

 

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