How do I transfer to AJ Bell?

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 and choose ‘Transfers’. Then, enter the details of the account(s) you want to transfer.

Once we’ve received all the details, we’ll handle the rest of the admin from there. You can check back on the ‘Transfers’ page in your account to see the progress of your transfer and we’ll be in touch if we need further information.

Please note that we don’t currently accept transfers from other providers under the ISA additional permitted subscription allowance and partial transfer of current-year subscriptions.