Dealing Account

Frequently asked questions

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Q. How can I apply for a Dealing Account?

Q. What can I invest in with a Dealing Account?

Q. Is it possible to open a Dealing Account in joint names?

Q. Can I open a Dealing Account for a child?

Q. How many Dealing Accounts can I have?

Q. Is it possible to open a Dealing Account in the name of a trust?

Q. Is it possible to open a dealing account for a designated purpose?

Q. Can an account be opened in the name of an investment club?

Q. Who do I contact if I am having problems logging into my account?

Q. Is there a minimum investment I have to make into a Dealing Account?

Q. How can I buy or sell investments in a Dealing Account?

Q. What are the costs to buy or sell investments?

Q. How can I pay money into my account?

Q. How do I pay for my deals?

Q. How quickly will my deal be processed?

Q. How long does it take before I can invest my sale proceeds?

Q. Is there an annual management fee to hold a Dealing Account?

Q. How are dividends paid on investments in a Dealing Account?

Q. Can I invest on a monthly basis?

Q. Can I make regular payments?

Q. What rate of interest will I earn on cash held in a Dealing Account?

Q. How long does it take to transfer a SIPP, ISA or dealing account with another provider to AJ Bell Youinvest?

Q. Can I transfer existing shares that I hold into a Dealing Account?

Q. Can I transfer shares held in someone else's name into my Dealing Account?

Q. If I am a non UK resident, can I open a Dealing Account?

Q. Can I give a member of my family access to my account(s)?

Q. Can I appoint a Representative to have access to my account(s)?

Q. When will I receive statements?

Q. Will you send me a tax certificate?

Q. How can I withdraw cash from my Dealing Account?

Q. How long does it take to withdraw funds from my ISA or dealing account?

Q. Can I set up a regular withdrawal facility?

Q. Can I move cash from my Dealing Account to other accounts I have with you?

Q. How do I transfer out of a Dealing Account?

Q. What are the costs associated with setting up and managing a Dealing Account?

Q. What are the terms and conditions of a Dealing Account?

Q. Are there any compensation arrangements covering my Dealing Account?

Q. Can you give me advice?

Q. What if I have any further questions?

Q. What if I have a complaint?

Q. How safe are my investments with you?

Q. How can I change my address held with you?

Q. How can I change my contact details held with you?

Q. If I have share certificates can I put these into my Dealing Account?

Important information
The value of investments can go down as well as up and you may not get back your original investment. Tax rules can change in the future and the tax treatment depends on your personal circumstances.
Apply now
Applying for a Dealing Account has just a few simple steps and only takes a few minutes.

Apply now

Customer feedback
Easy to use website and helpful customer service
Always prompt, clear and effective.
Excellent and continues to get better.
Very good customer service and platforms (web and mobile). Pricing structure is very good.
Easy to navigate and quick responses if there is an issue.
100% accurate and always quick to respond to queries.
Very good service overall.
Very easy to use website, with very useful information. When I had to contact customer services they have been very helpful
Have had no problems quick reply's to e-mail web site easy to use very happy
All straightforward, pension transfers handles very efficiently. Website is easy to use.
Great costs, consistent and reliable service, flexible products, and seem to know very well what it is I want from them.
Extremely competitive rates with a wide range of products enabling me to get sufficiently diversified portfolio without the costs reducing my returns significantly.
Good platform, easy to use, low dealing costs, no hidden costs, good customer service.
Excellent site, clearly laid out, gives me all I need to research, buy/sell stocks and monitor them, plus they don't pester.
An easy website for getting valuations and making transactions. Very efficient administration when making transfer payments in.
Used you for a number of years now. Website works efficiently; staff are always courteous, helpful and well-informed. No complaints.
Very easy to use platform and when needed the staff are knowledgeable and courteous
Very reliable, informative and forward thinking
Very happy with your service, the speed in which we can finance our two accounts and the ease in dealing! Thank You
Very happy to be in charge of my own funds and at a low cost.
Excellent trading platform and value for money cost structure.
Using the service is a pleasure and I have not had any problems
Very easy to use, and simple to buy and sell, and monitor.
Fast and efficient, with innovative incentives.
Service very good, web interface excellent, charges very reasonable
Simple to use, professional and efficient facility
Simple, easy to operate, low to nonexistent fees and helpful staff. What's not to like?
Good website, good communication, innovative products, reasonable charges. Just what I need in an online provider.
I would recommend the company to anyone, fair charges, excellent service.
Very easy to do business with and responsive if I have any questions.