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Need help with something?

You can quickly find the answer to most account questions by searching our comprehensive range of FAQs.

View all FAQsSearch our help topics to find a quick answer or have a look at the list of the most popular questions below.
  • What’s the status of my transfer?

    Making a transfer from another provider to AJ Bell Youinvest? It's easy to check on its progress. Just log in to your account and in the ‘My account’ menu, click ‘Transfers’.

    If you can’t see your transfer being tracked, we may not have received your transfer form. Please allow a few days for us to receive and process the form, but you can always email for an update.

    If you're transferring a pension which has cash but no investments, you won’t be able to track your transfer online – but to give you a rough idea, cash transfers should only take two weeks to complete. When a transfer does complete, we’ll let you know by email.

  • What do I do if I am having problems logging in to my account?

    If you’ve forgotten your password or the answer to your security question, follow the links on the login screen with instructions on how to reset your password or choose a new security question.

    If you’ve forgotten your username, please call our customer services team on 0345 54 32 600 (lines are open 8am to 7pm Monday to Friday).

  • How do I transfer to AJ Bell Youinvest?

    Transferring to AJ Bell Youinvest is easy. First you’ll need to open the account (e.g. SIPP or ISA) you want to transfer to us, if you haven’t opened it already. It takes less than ten minutes to open an account, and you can do it online. During the application, you'll be asked to enter the details of the account(s) you want to transfer.

    If you already have an account you want to transfer into, you can start the transfer process by logging in and from the ‘My account’ menu, choosing ‘Transfers’ and entering 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, letting you know if there are any hiccups. You can check back on the ‘Transfers’ page in your account to see the progress of your transfer.

    To find out more about transferring, visit our transfer to us page.

  • What do I do if there is no online quote when I try to place a deal?

    For the vast majority of deals you try to place, you should get an online quote.

    But if your order is for a relatively high value you may not get a quote.

    If this happens, you can place a limit order online or alternatively call our dealing services team on 0345 37 33 479 and we’ll carry out your deal over the phone.

    Watch our video to learn more
    We explain how we generate online quotes, why high market volatility can affect the process, and what to do when you can’t get a quote.

  • What can I invest in with you?

    Across all of our accounts, you can build your portfolio from a wide range of investments. This includes the majority of UK shares, 24 international share markets, over 2,000 funds in our funds universe, as well as investment trusts, bonds and Exchange-traded funds (ETFs).

    For more information, see our investment options page.

Forgotten your password or security question?

If you have forgotten your AJ Bell Youinvest password or security question, you can reset it quickly and easily online following these steps.

Watch video

An introduction to AJ Bell Youinvest

Take a tour of the features of your AJ Bell Youinvest account, including your portfolio, buying and selling shares, topping up your account, our research pages, and much more. 

Watch video

Get in touch by phone, email or post.

  • Customer services: Enquiries on account admin including applications, accessing your pension and online access.

    For queries on account administration including applications, transfers, accessing your pension, payments and online access.

    Phone 0345 54 32 600

    Account application updates and questions:

    Withdrawal queries:

    General questions:

    For queries on making payments into your account, please review the following options to best direct your email. If you need to talk to us about a transfer from another provider, please take a look at our transfer enquiries option below.

    Cheques and Direct Debits:

    Electronic payments:

    Product Switches:


    AJ Bell Youinvest, 4 Exchange Quay, Salford Quays, Manchester, M5 3EE

    Open 8am to 7pm Monday to Friday
    10am to 2pm Saturday
  • Dealing services:  For dealing by phone and for dealing, corporate action and dividend queries.

    For dealing by phone and for dealing, corporate action and dividend queries.

    Phone 0345 37 33 479
    Open 8am to 7pm Monday to Friday
  • Transfer enquiries: To check the status of a transfer.

    The quickest way to get an update is always to log in to your account and click 'Transfers'. If you still need more information please send us an email.

    If you want to transfer to another provider, call:
    Phone 0345 54 32 600
    To check the status of a transfer to another provider, email:

Need additional help? If you're struggling to use your account due to personal circumstances, or for any other reason, please get in touch and let us know. We'll do all we can to give you the support you need. You can contact us using any of the options above.