Family linking

If you’re just starting out, investing can feel like an uphill struggle. But with family linking, you don’t have to do all the legwork yourself.

Family linking lets you give a family member privileged access to view your account or manage your investments for you.

How do I set up family linking?

To set up family linking, first you’ll need to grant access to a family member.

Decide what type of access you want them to have, fill out their details, and submit the request. Your family member will receive an email, which they’ll need to accept, then you’ll be set up.

You can change who has access to your account, and their level of access, at any time. Just log into your account and head to our family linking page.

With family linking you can only link accounts one way. If you link a family member to your account, you can’t link your account to theirs. 

Before you get started, please see the list of accounts that can and can’t be linked.

To set up family linking on a Junior SIPP account, please fill out a Junior SIPP family linking form and either email it to administration@ajbell.co.uk or post it to the address on the form.

Set up family linking

Family linking with a legal representative

If you’ve appointed someone with power of attorney or a deputy with the lawful authority to act on your behalf, they can manage your AJ Bell account(s) for you.

To do this, they'll need to open an AJ Bell account of their own – if they don't already have one – then they'll need to complete and return our legal representative form and email it to administration@ajbellco.uk.

Which accounts can or can't be linked?

*Lead account is the account held by your family member

*Linked account is your account that you’re granting access to