Can someone else place a deal for me?
You can give a family member permission to place a deal for you through our family linking service, where you can give a family member either ‘View-only’ or ‘Dealing’ access to your account.
To set this up, log into your account and head to our family linking page.
Your family member will be notified by email and will need to accept your request.
Online family linking can only be set up on the following accounts:
- Stocks and shares ISA
- Lifetime ISA
- Dealing account
- Self-invested personal pension (SIPP)
- Ready-made pension
Family linking isn’t possible with Junior ISAs. That's because a Junior ISA can only be managed by the parent or legal guardian (the 'registered contact') who opened the account.
If you have an attorney or a deputy with lawful authority to act on your behalf, they can manage your AJ Bell account(s) for you. To do this, they need to open an AJ Bell account of their own (if they don't already have one). Then, they should complete and return our legal representative form.
To set up family linking on a Junior SIPP account, please fill out a family linking form and email it to administration@ajbell.co.uk – or you could post it to:
AJ Bell Customer Services Team
4 Exchange Quay
Salford Quays
Manchester
M5 3EE