Becoming a client

Contact us to find out more about our services.

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.

Apply for an Account

To apply now for an account or to open an additional account, access the forms you need here.

Opening an Account

Steps to opening an account with Bell Potter:

Step Description
Contact
  • Once you've made contact with an Adviser, they can arrange to either meet with you or speak over the phone to take you through the steps to becoming a client.
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, access the forms you need here.

Client Login

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