Before you apply for a Stocks and shares ISA

You'll need around 10 minutes to complete your Stocks and shares ISA 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 ISA.
Details of an ISA you have elsewhere – if you want to transfer it to us.

To open an ISA with us, you’ll need to be 18 or over, and a UK resident or overseas UK crown employee.
We don’t offer investment advice, so you’ll need be confident you can manage your ISA yourself.
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 ISA.
The value of your investments can go down as well as up, and you could lose money as well as make it.
The benefits you’ll get from an ISA will depend on your circumstances, and ISA 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.

This isn't a flexible ISA, so any money you withdraw from it and pay back in during the same tax year will count towards your ISA allowance.

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