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What is desktop broker?

Enjoy peace of mind with Desktop Broker, the Australian-owned trading platform for advisers that's been around for 15 years and is part of the Bell Financial Group. That's solid ground for your business to grow. Looking for solid ground for your business to grow? Designed for financial planners and brokers by a team that knows the business.

Who can use the desktop broker platform?

To use the Desktop Broker platform you must be an authorised representative of a current AFSL. To find out how to setup your licensee, please send an email to our customer service team or call us on 1300 726 177 and we can talk you through the requirements.

What is the desktop broker client site?

As an added service to your clients, you can choose to give them access to the Desktop Broker client site. It's a streamlined version of the adviser site that enables them to log on, track their orders and view their portfolio. You can choose whether to allow clients to trade or just provide an overview of their account.

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