How do I process an account application on behalf of my client?

As an adviser, you can submit and manage account applications on behalf of your clients directly through Bell Direct.

Before you begin, make sure you have the following ready:

• A certified copy of your client's driver's license or passport and/or

• A certified copy of Trust Deed (all pages with Title Page, Schedule Page and Execution Page certified) and/or

• A completed and signed Broker to Broker Transfer form

Submitting the application

Complete and submit the account application online on behalf of your client. If there are any issues verifying your client's documents, our team will contact you directly to request additional identification.

Once the application has been processed and any shares have been transferred, you'll be notified via email. You can then communicate the outcome to your client.

Need help?

If you have any questions or need assistance, please contact our support team via Live Chat or call us on 1300 786 199.

Phone support is available Monday to Friday, from 8:00 am to 5:30 pm (Sydney time).
Live Chat support is available Monday to Friday, from 9:15 am to 6:30 pm (Sydney time).