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Linking a Bell Direct account to Stock Doctor

Existing Bell Direct customers can link their broking account to their Stock Doctor portfolio/s. 

Once the link is established Bell Direct will populate current securities and cash accounts held, along with synchronising any future trades to the Stock Doctor portfolio/s.

If you are not a Bell Direct client and want to take advantage of this feature, click here

To link your Bell Direct broking account to Stock Doctor, see instructions below:

Scenario 1: Linking a Bell Direct account to Existing Stock Doctor Portfolios

This is the process you follow should you wish to link your Bell Account to an existing portfolio in Stock Doctor that you have already created.

  • Click your Username in the top right hand corner of the screen
  • Select "Bell Direct Connection"

The linking process consists of the following steps:

Step 1. Register for a Bell Direct Account

  • If you already have a Bell Direct login, Click Connect my Bell Direct Account.

Step 2. 

  • Enter your Bell Direct login details.
  • Click Login

Step 3. 

  • Click Return to Stock Doctor

Once you have completed these 3 steps, begin the Linking Wizard by clicking the 'Next' button.

Now to link your Bell Direct account to existing Stock Doctor Portfolios, you will need to select the first option:

  • "Link your existing Bell Direct accounts to existing Stock Doctor portfolios"

This option will not delete or modify any existing transactions in your current Stock Doctor portfolio/s and will only link Bell Direct transactions from this point forward.

 

  • Once you have made your selection, click on the 'Next' button.
  • Using the drop down menus under 'Related Bell Direct account', select which Bell Direct account you want linked to each existing Stock Doctor portfolio.
  • Using the drop down menus under 'Stock Doctor cash account to receive transactions', select which Stock Doctor cash account you want linked to each existing Bell Potter cash account. 

  • Click Finish to apply.

You have now successfully linked your Bell Direct account, click on any of the tabs in the top blue menu bar to begin using Stock Doctor.

Scenario 2: Linking a Bell Direct account to New Stock Doctor Portfolios

This is the process you follow should you wish link your Bell Account to a new portfolio in Stock Doctor that is yet to be created.

  • Click your Username in the top right hand corner of the screen
  • Select "Bell Direct Connection"

The linking process consists of the following steps:

Step 1. 

Step 2.

  • Enter your Bell Direct login details.
  • Click Login

Step 3. 

  • Click Return to Stock Doctor

Once you have completed these 3 steps, begin the Linking Wizard by clicking the 'Next' button.

Now to link your Bell Direct account to new portfolios, you will need to select the second option:

  • "Automatically create a new portfolio in Stock Doctor for each Bell trading account (with current holdings and cash account balances)"

This option will create new Stock Doctor portfolio/s, import your Bell Direct current security holdings and cash account balances along with linking Bell Direct transactions from this point forward.

  • Once you have made your selection, click on the 'Next' button.
  • Tick the Bell Direct portfolios you would like to import.

  • Then click on the 'Import' button.

Your data will be analysed to detect and report potential issues that may arise. This is an automatic step and (depending on the size of your portfolio) may take a few minutes to complete.

  • Once the import process is complete, you will see ticks against each portfolio. 

  • Click Finish to apply.

You have now successfully linked your Bell Direct account, click on any of the tabs in the top blue menu bar to begin using Stock Doctor.

Note: Only your current holdings have been imported into Stock Doctor, not a full history of individual transactions. These holdings have been entered as at the last closing price. In order to receive accurate long term performance figures and accurate tax reports you will need to retrospectively enter the history of transactions for each stock holding.

The cash balances will be imported from Bell Potter at the start of the next business day. Please reconcile this opening balance amount with your Bell Potter statement.

Related Tasks

How to Unlink a Bell Direct account?

How to place a trade online through Stock Doctor?

Using the Desktop order pad

Placing a trade online directly from the Portfolio Optimiser or Constructor

Allocating unassigned trades

 

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