To transfer shares to your Bell Direct account, follow these steps:
1. Determine where the shares are held: at another broker or at a share registry.
2. Complete the correct transfer request form:
For shares from another broker:
- Login and go to Forms in the My Account tab
- Complete the Broker to Broker Transfer Request form.
Remember, 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, 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:
- Login go to Forms in the My Account tab
- Complete the Issuer Sponsored Conversion Request form.
Remember, 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, contact the share registry to change the details before submitting the Issuer Sponsored Conversion Request form.
You can find all the request forms on your My account tab once you have logged in.
Good news – if you’re in the process of opening a new online share trading account with us, you will have the option to transfer a HIN across during the online account setup process.
3. Send us your signed request form by:
Once we’ve received it, we’ll transfer the shares into your Bell Direct account within 3 days.
Watch the video for more: