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Access product documents and forms or search our FAQ modules for a quick response to your questions.

Documents and forms

Young professional woman happily working on her laptop.

Bendigo Invest Direct documents and forms you can download:

  • Disclosure documents
  • Account applications forms
  • Margin lending account application forms
  • Warrants and options
  • Administration forms
  • CHESS forms

Top FAQs

You can open an account by simply completing our online application form. Most applicants can be identified online and will not need to send in any paperwork.

Please note: we can only accept applications from clients permanently residing in Australia.

When we’ve confirmed your ID, or you are electronically identified, we’ll process your application and open your account. This process is usually completed with 2-4 days. You can then begin trading online and over the phone immediately (you’ll need funds and/or shares in your account to place orders).

Please note: The BID Cash Settlement Account balance is reported in real-time, while share transfers take longer to process.

Yes, we currently have a native BID mobile app for iOS and Android mobile operating systems.

If you're an iPhone/iPad user (iOS), you can download the app from App store. If you're an Android user, you can download the app from Google Play.

For security reasons, please only download the BID mobile app via the official App Stores or directly via the App Store links on your device.

Australian Shares Buy part ownership of a listed company on the ASX.
International Shares You can further diversify your portfolio and access a growing number of international markets with your BID account.
Exchange Traded Funds (ETFs) A simple way to buy a diversified portfolio of investments, offering all the benefits of index funds and the flexibility to buy and sell on the ASX.
Options Flexible tools that appeal to active investors. Used wisely, options have the power to protect, grow or even diversify your position.
Warrants An alternative way to gain exposure to some of Australia's leading companies and a variety of other underlying assets.
mFunds A cost-effective way to invest in unlisted managed funds through the mFund Settlement Service brought to you by the ASX, via our online platform.
Interest rate securities and bonds Investing in bonds and interest rate securities allows you to diversify your portfolio and lend money to the issuer. This loan is paid on a fixed or floating rate of return.
Listed Investment Companies (LICs) Similar to managed funds and ETFs, LICs invest in a diverse and professionally managed portfolio of Australian and international assets.

Online orders
You need to have enough funds in your BID Cash Settlement Account. You can also trade online using a margin loan.

Telephone orders
Please discuss payment with the dealer taking your order.

You can use a margin loan from any margin lending provider. If your margin loan is with Leveraged, you can enjoy a seamless fully integrated trading experience on the BID platform.

For more information about Leveraged click here.

To link your existing margin loan account to your Bendigo Invest Direct account click here.

Online brokerage starts from $19.95. Telephone orders start from $69.95 for share trade value up to $22,000.

Frequent Traders can enjoy complimentary access to different features and tools.

If you are a Bendigo & Adelaide Bank Shareholder, you can enjoy discounted brokerage as part of the shareholder privileges programme.

To transfer holdings held with another broker, please complete the Transfer CHESS Holdings form.

If you want to transfer holdings held with the Issuer, please complete the Issuer to Chess transfer form.

Yes, Bendigo Invest Direct provides access to all the tools to create and execute your options strategies.

Ready to get started?

A BID trading account is free to open with no monthly maintenance fees. Sign up in minutes with a simple online application process and fast verification.

Dedicated customer support

We are here to help, so if you would like to get in touch, please contact our dedicated support team via the contact options below.
We operate Monday to Friday, 7.30am - 5.30pm Sydney time (excl. public holidays).

Send us an online enquiry or email


Bendigo and Adelaide Bank Limited, ABN 11 068 049 178 AFSL / Australian Credit Licence 237879. Any advice provided on this website is of a general nature only and does not take into account your personal needs, objectives and financial circumstances. You should consider whether it is appropriate for your situation. Please read the applicable Disclosure Documents before acquiring any product described on this website. Please also review our Financial Services Guide (FSG) before accessing information on this website. Information on this page can change without notice to you.

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