As your Bell Potter Capital Direct Margin Loan integrates with the Macquarie Online Trading Account, you will see real time data for your loan-to-valuation ratio every time you view a stock or visit the order page. You’ll also see:
- Approved security list (updated daily)
- Credit limit
- Loan balance
- Surplus (funds available for shares purchased or funds withdrawn)
- Portfolio holding balance – under Borrower facility – to include profit/loss by stock as well as cost price.
Your gearing levels and available funds will also move as the value of your portfolio moves and will take into account any share purchases, sales or cash transfers.