-min_800_450.png)
Our Direct Margin Lending (DML) product is issued by Bell Potter Capital ABN 54 085 797 735 AFSL No. 360 457. You can also access our Margin Lending PDS, Margin Lending T&C's and our at-call investments PDS to find out more about our DML offering. The at-call investment Target Market Determination (TMD) is available free of charge by contacting Bell Potter Capital Ltd on 1800 061 327 or by clicking the "Find Out More" button above.
Looking for solid ground for your business to grow?
Desktop Broker an Australian-owned trading platform that’s designed for advisers, giving you:
- Peace of mind – established in 2007, we’re part of ASX- listed Bell Financial Group (ASX:BFG) and we service 3700 advisers
- Better insights – you get exclusive access to Bell Potter research and daily market commentary
- Better adviser support - tailored solutions to grow your business from a team who understand adviser businesses
- Flexible brokerage – a package that works for your individual business and client needs
- Easy to do business – integration with a range of upstream and downstream providers
And loads of interesting features
Features that streamline the way you work
Designed for financial planners and brokers by a team that knows the business.
-
Real broker research
Real broker research
When you trade with Desktop Broker, we give you access to the latest research from the Bell Financial Group.
-
mFunds
mFunds
Now you can invest in managed funds using the same platform as your shares, with your Desktop Broker account and mFund.
-
Multi client trading
Multi client trading
Action multiple trades in or out of a stock from one or all of your client accounts with just one order pad.
-
Mobile access and trading
Mobile access and trading
Make trades on-the-go using your Smartphone.
-
Data feeds
Data feeds
Desktop Broker can export transactional and historical data to a variety of portfolio software and SMSF platforms.
-
Client access - view or trade
Client access - view or trade
As an added service to your clients, you can choose to give them access to the Desktop Broker client site.
-
Flexible brokerage
Flexible brokerageCustomise brokerage for individual clients or individual trades. Set brokerage as a percentage, as a fixed dollar amount or on a cost-plus basis (our brokerage plus your fixed commission).
-
Free conditional orders
Free conditional ordersCreate pre-determined orders for equities, interest rate securities and warrants which will be placed onto the market once your trigger conditions are met.
-
Direct margin lending
Direct margin lending
Gear a share portfolio by trading directly from a direct margin lending account
Desktop Broker premium services
Direct Margin Lending
Administered by Bell Potter Capital
Margin lending is a great way for you to increase the size and diversity of your clients' portfolio.
Platinum Live Streaming
$27.50 per month
When every second counts, Live Streaming means there is no need to refresh pages and lose precious seconds for your latest price update. And all this in the same website.
Integrated Iress ViewPoint
from $79 per month
Iress ViewPoint gives you a constant stream of live market data. Quotes, market depth and course of trades are dynamically updated as they happen.
News and insights
More articles-
Do your business partners meet the 3 criteria to support your success?
The self-licencing trend has made the success of adviser businesses more closely tied to how well their service providers deliver. Desktop Broker’s Head of Distribution Tim Sparks explains how advisers need to choose business partners, not service providers, to achieve success and sleep at night.
-
Transaction pending: Back to the future of advice
The days when financial advisers had hundreds, if not thousands, of inactive clients are gone but, in the emerging profession, transactional advice is set to make a comeback, says Bell Direct & Desktop Broker’s Chief Executive Officer, Arnie Selvarajah.
-
What you need to know about how investment markets impact adviser business models
Advice business models are evolving, fuelled by the changing economic conditions, according to Desktop Broker’s Head of Distribution Tim Sparks.
What you can trade
You can trade all ASX listed securities at your desk or on-the-go.
- ASX listed equities & company options
- ETFs
- Warrants
- Interest rate securities
- Options
- IPOs
Questions most frequently asked by advisers
- To sign up for an adviser login, we must first put in place an Execution & Clearing Agreement with your licensee. Please email your licensee name and contact person to support@desktopbroker.com.au and we will make contact with them.
- Once the agreement is in place, we will email a new adviser form for you to complete.
- Please return via email along with a scanned copy of your current driver license.
This can be accessed once you’ve logged in, under ‘Clients’ from the top menu, then ‘New client account’
A new window will open with the LAB formPlease click here for the full New Application Guide
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.
Alternatively, we can arrange for a Client Account Manager to sit down with you to discuss/demonstrate our website.
New password
You can reset your Password on the 'Log in' box by clicking on 'reset password'. Enter your email address, click the 'Reset' button and we will email you a password link.
If your account has been locked, please call us on 1300 726 177 and we will assist with unlocking your account.
New PIN
If you need to reset your trading PIN please contact us on 1300 726 177.
To change your client's residential, postal or CHESS address: login to your account, visit the 'Forms' page and complete the 'Change of Client Details' form.
Once the form has been signed by the client, scan and email to support@desktopbroker.com.au.
All changes in registration details require a signed form from the client.
To change phone numbers or email addresses for your client, simply email the request to support@desktopbroker.com.au.
The Desktop Broker mobile app is web-based so there is nothing to download and install.
- Open your web browser and visit www.desktopbroker.com.au
- Press the Launch mobile application button
- You’re now ready to enter your username and password - the same ones you use on the Desktop Broker website
- For added convenience, you can add the Desktop Broker app to your mobile home screen for fast access on the go
- The Desktop Broker app is available for both iPhone and Android
Investing in managed funds with mFund is similar to investing in equities. Simply place an order online through our Managed Funds order pad. No need to provide any additional paperwork from your clients. Funds will settle through their existing nominated bank account.
To invest in managed funds through mFund, follow these three steps:
- Research mFund products from the Managed Funds page, read the fund profile and PDS
- Choose the ‘Managed Funds’ option on the Order Pad and place your order online
- New mFund units are transferred to CHESS holdings and can be seen in the respective client’s portfolio
To sell managed funds units, go to the Managed Funds Order Pad, choose the ‘Sell’ option and enter the quantity you plan to sell.
Access to mFunds must be signed off by your licensee, to find out more please contact us at support@desktopbroker.com.au
Our Team
Lee Muco
CEOLee Muco is the Chief Executive Officer of Third Part Platform Pty Ltd. Lee has over 20 years' experience in the delivery of market leading trading and investing solutions. He held several senior positions with Sanford Securities and was a Director and General Manager of Australian Investment Exchange Ltd.
Craig Saunders
Group Head of SalesCraig Saunders is the Group Head of Sales for Bell Financial Group. Craig has over 30 years' experience in financial markets, principally on the product development and sales sides of various businesses. Craig has worked at Ord Minnett, Leveraged Equities, Adelaide Bank, and most recently at NAB Private Wealth.
Christine Ip
Training & Implementation ManagerChristine has worked with several online and full service brokers over the last 11 years. Contact Christine at: christine.ip@desktopbroker.com.au
Ryan Davis
Sales & Key Account ManagerRyan has the responsibility of building relationships with our key clients nationally. Ryan has over a decade of senior sales experience in various global markets. Contact Ryan at: ryan.davis@desktopbroker.com.au
Martyn Johnston
Head of PartnershipsMarty manages the wholesale and institutional partnerships across Third Party clearing, Institutional Direct Market Access, Plug and play trade execution, Margin Lending and Adviser trading. Marty has over 25 years experience in Stockbroking and Banking. Contact Marty at: marty.johnston@thirdpartyplatform.com.au
Tina Lucey
Business Development ManagerTina has the responsibility of building relationships with financial advisers across the Northern Region. She has extensive industry experience, having been an investment adviser herself and having held many roles in private wealth. Contact Tina at: tina.lucey@desktopbroker.com.au
-min.png)
Del Wanigasekera
Business Development ManagerDel joined the team in Melbourne as Business Development Manager covering the states of Victoria, Tasmania, Western Australia and South Australia. Del also has extensive experience most recently at Raven Corporate Management. Contact Del at: del.wanigasekera@desktopbroker.com.au