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.

There are two ways to connect Bell Direct to Sharesight depending on where you are in your setup:

• New to Sharesight? Start by importing your full trade history using the steps below, then contact Bell Direct to add your portfolio email address so future trades are sent to Sharesight automatically.
• Already using Sharesight? Skip the history import. Contact Bell Direct (by email, phone or fax) and ask them to add your portfolio email address to your account — this is a one-time setup and Bell Direct will automatically send every future contract note to Sharesight.

How to import your historical trades from Bell Direct

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 from Bell Direct

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