Bell Direct

Sharesight allows you to bulk import your historical buy and sell trades directly from Bell Direct. You can also have your ongoing trades automatically synced to your Sharesight portfolio. Keep reading to learn how.

How to import your historical trades

1. Login to your Bell Direct account.
2. Navigate to Orders.
3. Click on Contract Note History.
4. Download the Excel File.
5. Upload your file through the Bell Direct broker tile, which can be accessed via Search for your broker or Add investment then Upload via broker.

After importing your portfolio

Now that your portfolio is populated, see What to do after importing your portfolio for next steps.

How to automatically import future trades

Contact Bell Direct via email, phone or fax. Give them your account number and your Sharesight portfolio email address.