Need help with something?

To check on the progress of your transfer from another provider to AJ Bell, just click 'Transfers' once logged into your account.

We'll send you an email once your transfer is complete and we've received all the investments and any cash from your previous provider.

Why can't I track my transfer online?

If you can't see your transfer being tracked, we may not have received your transfer form, which…

If you've forgotten any of your details, navigate to the login screen. From here, you can choose 'I've forgotten my username' or 'I've forgotten my password', as appropriate.

What do I do if I've forgotten my username?

You can't change your username, but you can easily retrieve it if you've forgotten it. To do so, click 'I've forgotten my username' on the login screen and enter your registered email…

You can change your password online by navigating to your security settings.

After you change your password, the system will log you out. To log in again, you’ll need to enter your new password and complete any two-factor authentication checks.

It's easy to transfer to AJ Bell. First, you'll need to open an AJ Bell account, if you haven't opened it already. It takes less than ten minutes to open an account online. During the application, you'll be asked to enter the details of the account(s) you want to transfer.

If you already have a SIPP, ISA, Lifetime ISA or Dealing account, you can start the transfer process straight away. Just log in…

You can build your AJ Bell portfolio from a wide range of investment options, including:

• The majority of UK shares
• 24 international share markets
• Over 2,000 funds in our fund universe
• Investment trusts
• Bonds and gilts
• Exchange traded funds (ETFs)

For more information, see our investments hubpage.

With a Ready-made pension, you choose an AJ Bell fund when you apply for the account. All money paid into the…