Consolidate your portfolio. Transfer your assets to MeDirect.
Having all your investments in one place gives you more control. Transferring these assets to MeDirect is easy, quick and efficient. By reimbursing our clientele of their third party transfer payments, and with no custody fees, it is a no brainer. Get in touch with us today and consolidate your portfolio.
You can open an Investment Account by visiting one of our branches. We will assist you with the Investment Account opening process, which consists of submitting an Investment Account application form, an official identification document (ID card or passport) as well as a proof of address (recent utility bill or bank statement).
If you are unable to visit one of our branches, you can also open an Investment Account online by clicking on Open an Account from our website.
Once you fill in the online account application form you need to log in to your account using the details provided via email, upload an official identification document (ID card or passport) as well as a proof of address (recent utility bill or bank statement) on the dashboard and make a first payment of any amount to your Investment Account.
If you already hold an account with MeDirect opening additional accounts is quick and easy. You will just need to Log In to your account, click on Open an account and follow the steps indicated on screen.
Can I transfer my existing portfolio of assets to MeDirect?
You can transfer your existing portfolio of securities apart from complex financial instruments or other financial instruments which we are unable to accommodate for online trading. You can send us a summary of your portfolio or send a duly filled in Asset Transfer Form, and we will analyse your holdings to confirm whether or not we can add the securities you hold to our tradable universe of securities.
How do I place an order?
Once you have opened an Investment Account and accessed your Online Trading platform, you can place an order in a number of ways.
If you know the name, ticker or ISIN of the security, you can access the “Place an order” screen from your dashboard by:
Clicking on Invest > Place an order
Clicking on My Investments > Place an order
You can also place orders through the Navigator, which helps you search for investments and enables you to place orders by clicking on the "Buy" button located next to each security. The Navigator tools can be accessed by clicking on Invest, where you can choose any one of the investment categories.
You can also buy or sell securities that you already hold by clicking on your “Investment Details” available on your Dashboard. You can then use the Buy and Sell buttons next to each securities in your portfolio.