Before you apply for a Dealing account

You'll need around 10 minutes to complete your Dealing account application.

What you’ll need:

Your National Insurance number – you'll find this on your National Insurance card, a benefit letter, payslip or P60.
Your bank details – so we can verify your account.
Your debit card details – so you can put cash in your Dealing account.
Details of a Dealing account you have elsewhere – if you want to transfer it to us.

You’ll need to be 18 or over and a UK resident to open a Dealing account with us.
You’ll need to fund your account with either a Direct Debit from as little as £25, a one off payment of £250 or a transfer from another Dealing account.
We don’t offer investment advice, so you’ll need be confident you can manage your Dealing account yourself.
The value of your investments can go down as well as up, and you could lose money as well as make it.
How you're taxed will depend on your circumstances, and tax rules can change.
You'll need to add your bank details, as we don’t currently have any linked to you. These will be used for payments in and out of your account.
We’ll use your data in line with our privacy policy. This explains what data we collect, how we use, share, and store it – including the potential impacts of third parties using your data.

Any income and gains you make on your Dealing account investments will be subject to income and capital gains tax.

Make sure an AJ Bell Dealing account is right for you by reading about our Dealing account's key features, terms and conditions, risks and charges and rates.

You'll need to complete a different form to open a Dealing account for a child, or open a Dealing account in joint names.