If your question does not appear here, please feel
welcome to call us on 1300 0 BELLS (1300 023 557) or email us at
Who can open an account?
An Australian resident who is over 18 or an international
individual. A limited company, trust, superannuation fund or
How do I open an account?
When you are ready to make your first purchase or sale contact us
on 1300 0 BELLS (1300 0 23557). We can open an account for you the
same day as your request.
What information will I need to open an
We will need to take your full name, address and date of birth. We
will also need you to complete anti-money laundering documentation
and provide photo identification.
I wish to trade on an account that is not in my name, how
do I go about it?
If you want to give trading rights to another party you will need
to complete a Third Party Authority Form which can be obtained from
a Bell Potter adviser. If you are not an existing client, we
require identification from you for anti-money laundering
I live overseas, can I open an account with
Yes, in accordance with the Anti‑Money Laundering and
Counter‑Terrorism Financing Act 2006, we will require evidence of
your overseas address such as utility bills or bank statements in
English before you can trade. We will also require your Tax File
Number (TFN - AUS residents only). If you do not have one, we will
require your date and place of birth, which will need verifying
from your passport or other official identity card.
I have an account with another broker and wish to transfer
to Bell Potter, how do I go about it?
You need to complete a broker transfer form which allows you to
transfer your assets into a new or existing Bell Potter
How can I update my shareholding address?
Follow the below process, or contact us and we will help
a) Go to your company's page on the ASX website
b) Find the name of the share registry your company uses eg:
Computershare or Link Market Services
c) Google for the share registry's website and then find their
d) Select Holding Inquiry and enter your shareholding details to
login online (HIN or SRN followed by your postcode)
e) Follow the links to update you shareholding address
f) Contact your adviser to update your Bell Potter account
How do I get information about the company in which I
There are a number of ways you can do this; firstly you can access
your shareholding online at the relevant share registry website to
register for announcements, updates and other communications from
the Company you are invested in. Go to the ASX website and search
the Company's profile page. Visit the Company's website. Our
experienced advisers are happy to provide you with further research
and analysis of the companies you have invested with. Call us 1300
0 BELLS (1300 0 23557).
What price will I get for my shares?
The exact price you will receive for your shares depends on where
the stock is trading at the time of your sale. For a 20
minute delayed price quote you can visit the company's page on the
How do I tell if my shares are CHESS or Issuer
If your shares are in a stockbroking account they will be CHESS
sponsored to your broking account HIN (Holder Identification
Number). A HIN is a 10 digit number beginning with an 'X'. If
your shares are not in a stockbroking account, they will instead be
Issuer Sponsored at whichever share registry is used by the company
you have shares in. Issuer sponsored shares have an SRN (Security
Reference Number), a nine or ten digit number beginning with an
How do I sell my shares?
A Bell Potter adviser will be able to execute your trade on your
behalf. Call us on 1300 0 BELLS (1300 0 23557).
How secure is the information I provide to you? Who else
can view what?
Bell Potter understands that privacy is important to you. We
are subject to the requirements of the Privacy Act and the
Australian Privacy Principles (APPs) which governs, among
other things, how private sector organisations handle personal
information. For more information, click here.
When will I receive the money for my
Once we receive your ID and signed share sale form the stock will
usually be sold within 1-2 business days. The ASX works to 2 day
settlement, meaning funds will be in your linked bank account 2
business days after the shares have been sold. You will also
receive an email trade confirmation on the day the shares are