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Because experience brings its own rewards
We’ve got all the tools, research and insights to
empower you to reach your full trading potential.
What you need, when you need it
Experienced investors need sophisticated technical tools, real-time data and exclusive, in-depth broker research—and lots of it.
The more you trade, the more value you unlock
Now, the more you partner with us over time the more exclusive benefits and greater value you’ll get.
If you become a frequent Bell Direct trader you’ll have access to sophisticated trading tools and unique research you can’t get anywhere else, including several Australian firsts.
Level up with Bell Direct
There are 6 categories of Bell Direct membership based on how often you trade with us.
The more frequently you trade, the greater your chance of moving up a level and unlocking ever more valuable benefits.
Swipe to explore the Bell Direct
membership levels:
membership levels:
LEVEL 1
EXPLORER
What are you waiting for?
You’ve subscribed to get Bell Direct insights, but haven’t yet joined Bell Direct.
WHAT YOU GET:
Market & stock intel
Morning Bell
Your daily serve of market news (plus a daily investing idea).
Weekly Wrap
What you need to know about the key events and insights each week.
From the Helm
Get the view from the top in video interviews with CEOs of listed companies.
Insights articles
Be in the know with full access to in-depth analysis and expert opinion articles on a range of financial topics.
Broker research
Research reports
Get stock ideas or analyse your current holdings with 150+ exclusive research reports.
Trading tools & support
Tool of the week
Get a sneak peek into one of Bell Direct’s smart tools such as live streaming data.
LEVEL 2
MEMBER
You’ve finished your application to join Bell Direct but haven’t yet placed a trade (or haven’t placed one within the last 12 months).
Learn how to transfer your shares to Bell Direct
WHAT YOU GET:
Market & stock intel
Morning Bell
Your daily serve of market news (plus a daily investing idea).
Weekly Wrap
What you need to know about the key events and insights each week.
From the Helm
Get the view from the top in video interviews with CEOs of listed companies.
Insights articles
Be in the know with full access to in-depth analysis and expert opinion articles on a range of financial topics.
Broker research
Research reports
Get stock ideas or analyse your current holdings with 150+ exclusive research reports.
Weekly research update
Exclusive data in your email inbox with the latest analyst reports including the top 10 most traded stocks, the stocks in your watchlist and the stocks in your portfolio.
Trading tools & support
Daily trading ideas
3 buy and 3 sell ideas fresh in your inbox every morning.
WHAT YOU GET:
Market & stock intel
Morning Bell
Your daily serve of market news (plus a daily investing idea).
Weekly Wrap
What you need to know about the key events and insights each week.
From the Helm
Get the view from the top in video interviews with CEOs of listed companies.
Reporting season insights
See beyond the numbers via weekly video updates in company reporting season from Bell Direct analysts.
Insights articles
Be in the know with full access to in-depth analysis and expert opinion articles on a range of financial topics.
Specialised investments insights
Get exclusive Bell Potter reports on our specialised trading products, including options, warrants, and interest rate securities.
Broker research
Research reports
Get stock ideas or analyse your current holdings with 150+ exclusive research reports.
Weekly research update
Exclusive data in your email inbox with the latest analyst reports including the top 10 most traded stocks, the stocks in your watchlist and the stocks in your portfolio.
Trading tools & support
Daily trading ideas
3 buy and 3 sell ideas fresh in your inbox every morning.
Strategy Builder
Apply ready-made filters or build in your own parameters to find stocks that tick all your boxes. (You need to place a trade every 3 months to have ongoing access to Strategy Builder.)
Technical insights
Generate stock ideas based on charting and technical analysis. (You need to place a trade every 3 months to have ongoing access to Technical insights.)
Discounted trading
Frequent Bell Direct traders enjoy discounted pricing the more trades they place per month.
WHAT YOU GET:
Market & stock intel
Morning Bell
Your daily serve of market news (plus a daily investing idea).
Weekly Wrap
What you need to know about the key events and insights each week.
From the Helm
Get the view from the top in video interviews with CEOs of listed companies.
Reporting season insights
See beyond the numbers via weekly video updates in company reporting season from Bell Direct analysts.
Insights articles
Be in the know with full access to in-depth analysis and expert opinion articles on a range of financial topics.
Bell Potter conferences
Hear it live and unedited as an online guest at Bell Potter analysts’ regular conferences.
Webinars
Hear it live and unedited as an online guest at Bell Potter analysts’ regular conferences.
Broker research
Research reports
Get stock ideas or analyse your current holdings with 150+ exclusive research reports.
Weekly research update
Exclusive data in your email inbox with the latest analyst reports including the top 10 most traded stocks, the stocks in your watchlist and the stocks in your portfolio.
Trading tools & support
Daily trading ideas
3 buy and 3 sell ideas fresh in your inbox every morning.
Strategy Builder
Apply ready-made filters or build in your own parameters to find stocks that tick all your boxes. (You need to place a trade every 3 months to have ongoing access to Strategy Builder.)
Technical insights
Generate stock ideas based on charting and technical analysis. (You need to place a trade every 3 months to have ongoing access to Technical insights.)
Discounted trading
Frequent Bell Direct traders enjoy discounted pricing the more trades they place per month.
LEVEL 5
EXPERT
You’re a seasoned investor, having traded over 60 times in the last 12 months.
WHAT YOU GET:
Market & stock intel
Morning Bell
Your daily serve of market news (plus a daily investing idea).
Weekly Wrap
What you need to know about the key events and insights each week.
From the Helm
Get the view from the top in video interviews with CEOs of listed companies.
Reporting season insights
See beyond the numbers via weekly video updates in company reporting season from Bell Direct analysts.
Insights articles
Be in the know with full access to in-depth analysis and expert opinion articles on a range of financial topics.
Bell Potter conferences
Hear it live and unedited as an online guest at Bell Potter analysts’ regular conferences.
Webinars
Hear it live and unedited as an online guest at Bell Potter analysts’ regular webinars.
Broker research
Research reports
Get stock ideas or analyse your current holdings with 150+ exclusive research reports.
Weekly research update
Exclusive data in your email inbox with the latest analyst reports including the top 10 most traded stocks, the stocks in your watchlist and the stocks in your portfolio.
Trading tools & support
Daily trading ideas
3 buy and 3 sell ideas fresh in your inbox every morning.
Strategy Builder
Apply ready-made filters or build in your own parameters to find stocks that tick all your boxes. (You need to place a trade every 3 months to have ongoing access to Strategy Builder.)
Technical insights
Generate stock ideas based on charting and technical analysis. (You need to place a trade every 3 months to have ongoing access to Technical insights.)
Discounted trading
Frequent Bell Direct traders enjoy discounted pricing the more trades they place per month.
LEVEL 6
ADVANTAGE
You’ve joined our elite program for sophisticated investors, with personalised support and special pricing.
WHAT YOU GET:
Market & stock intel
Morning Bell
Your daily serve of market news (plus a daily investing idea).
Weekly Wrap
What you need to know about the key events and insights each week.
From the Helm
Get the view from the top in video interviews with CEOs of listed companies.
Reporting season insights
See beyond the numbers via weekly video updates in company reporting season from Bell Direct analysts.
Insights articles
Be in the know with full access to in-depth analysis and expert opinion articles on a range of financial topics.
Bell Potter conferences
Hear it live and unedited as an online guest at Bell Potter analysts’ regular conferences.
Webinars
Hear it live and unedited as an online guest at Bell Potter analysts’ regular conferences.
Broker research
Research reports
Get stock ideas or analyse your current holdings with 150+ exclusive research reports.
Weekly research update
Exclusive data in your email inbox with the latest analyst reports including the top 10 most traded stocks, the stocks in your watchlist and the stocks in your portfolio.
Trading tools & support
Daily trading ideas
3 buy and 3 sell ideas fresh in your inbox every morning.
Strategy Builder
Apply ready-made filters or build in your own parameters to find stocks that tick all your boxes. (You need to place a trade every 3 months to have ongoing access to Strategy Builder.)
Technical insights
Generate stock ideas based on charting and technical analysis. (You need to place a trade every 3 months to have ongoing access to Technical insights.)
Negotiated pricing
Pay tailored brokerage rates based on your trading size or frequency, plus other benefits.
One-on-one Support
Personalised support from a dedicated Bell Direct relationship manager.
IPO access
Advantage clients can access IPOs via the Bell Potter Equity Capital Markets team, including those limited to wholesale clients
Like to know more?
Check out some commonly asked questions
How do I move up a level?
You can move between Levels 1 and 2 by completing an application to join Bell Direct. Once you place your first trade, you’ll move up to Active membership status.
Levels 3,4 and 5 are defined by how many trades you make in any rolling 12-month period. For example, if you’re an Active member and you place your sixth trade in less than 12 months you’ll move up to Experienced level.
Might I move down a level?
Yes – if you place fewer trades in a rolling 12-month period than the minimum required at that level, you’ll drop down to a lower level. The lowest you can drop to is Level 2, if you haven’t traded at all in the last 12 months.
If I go down a level, can I later move back up?
Yes, absolutely – we understand there are lots of reasons why investors might temporarily decrease their trading activity only to pick up volume again later.
How will I know if I've moved up a level?
When you qualify for the next level up we’ll let you know by email, and remind you of the additional exclusive benefits you’ll now have access to.
How will I know if I've moved down a level?
If you’re at risk of dropping a level, we’ll let you know in advance what you need to do to retain that level of membership. If you do fall a level, we’ll then let you know.
More FAQs
Experienced investors ranked Bell Direct #1 for customer service, help in identifying opportunities, stock comparison/selection tools, education materials/programmes & reporting and other reporting (P&L, transactions).
As voted by investors with 10+ years’ experience in the 1H 2024 Investment Trends Online Investing Survey.
