Bell Potter has 13 offices across the country staffed
by approximately 300 Advisers. You can call an office
directly or email us and we'll contact you.
Call us
Find the office
closest to you.
Email
Alternatively, fill in a quick form and we'll contact you.
Opening an Account
Steps to opening an account with Bell Potter:
| Step |
Description |
|
Contact |
|
|
Services |
-
The Adviser will explain our
services, fees and what you can expect from us when you open an
account including the paperwork and ID required. You will be given
a Financial Services Guide, which explains our service and
fees.
|
|
Execution only or Advice |
- You'll need to decide if you want an execution only service (no
advice) or personal advice on your investments. Either way, you'll
need to open a share trading account preferably linked to a Bell
Potter Cash Account.
|
|
Statements of Advice |
- Before you receive advice, you'll need to provide information
about your current financial situation, your investment objectives,
investment style, experience and expectations. This information is
used to help provide you with the appropriate level of service and
advice.
|
Apply
To apply now for an account or to open an additional account
please contact us on 1300 0 BELLS(23557).