How to: set up family linking

Give a family member special access to your account with Family Linking. With Family Linking, you appoint an account lead, who can then either view your account or take control of your investments. As long as they hold an AJ Bell account of their own, they’ll be able to access most personal investment accounts.

To set up Family Linking, log into your account, and then under ‘My account’, head to ‘Account management’. Followed by ‘Update my details’, and ‘Family Linking’. Decide what type of access you want to grant. Fill out their details, including their AJ Bell account number – you'll need to have this to hand.

Their AJ Bell account number can be found on their Account Overview page, next to an account. Next, select ‘Link family member’. You’ll be asked to enter a one-time code to verify it is you. Your family member will then receive an invite to access your account. And that’s it. A family member can access up to five accounts, and if you change your mind, you can remove their access anytime.

It’s just another way to make managing your money easier than ever. Give a family member access to your account with Family Linking. Choose from view-only access. Or let them manage your investments.

Fill out their details. Select ‘Link family member’ and then confirm their access. And that’s it. A family member can access up to five accounts. And you can remove their access anytime. Just another way to make managing your money easier than ever.