Dealing account

Opening an account with AJ Bell is free. Once your account is opened, you’ll need to add funds to it – and there are three ways you can do this:

• Set up a Direct Debit
• Make a single payment
• Transfer over an account

Direct Debit

For all our investment accounts, you can set up a Direct Debit of as little as £25 per month. Payments will be debited from your bank account on the first working day of the…

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 open an AJ Bell Dealing account in joint names. To apply, just complete our joint Dealing account form.

Unfortunately, you cannot hold a Stocks and shares ISA, Lifetime ISA, Junior ISA, SIPP or Ready-made pension in joint names.

However, we do offer a family linking service which lets you give a family member privileged access to view your account or manage your investments for you.

You can only transfer shares held in your own name into your Dealing account. If you have a joint Dealing account, the shares need to be in both names.

You can open a "bare trust" Dealing account for children where the parent or grandparent is the trustee. Alternatively, you can set up a designated Dealing account and operate it on behalf of a child.