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Search our help topics to find a quick answer or have a look at the list of the most popular questions below.

Most popular questions

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When is the Lifetime ISA government bonus paid?

The Lifetime ISA bonus is paid monthly, directly into your Lifetime ISA account. The bonus will be 25% of the amount you've paid into your Lifetime ISA that month.

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 transfers@youinvest.co.uk 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 5pm Monday to Friday).

How do I transfer to AJ Bell Youinvest?

Transferring your SIPP, Stocks and shares ISA, Dealing account or Junior ISA to AJ Bell Youinvest is easy. To find out more, 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 you don’t, you can call our dealing services team on 0345 37 33 479 who will either take your instruction over the phone, or help you to place the order online.

What can I invest in with you?

All of our accounts have a wide range of investment options. You can invest in the majority of UK equities, 24 international equity markets, over 2,000 funds in our funds universe, investment trusts, bonds and tracker funds. For a complete list, see our investment options page.

How can I pay money into my account?

The fastest way to pay money into your account is by debit card. Any cash you pay in by debit card is available for immediate investment. Alternatively, you can send a personal cheque, these take at least five working days to clear. Regular payments can also be set up by direct debit from your nominated bank account.

To pay money in to your account, log in and select either 'Single payment' or 'Regular payments'.

How do I start taking benefits from my SIPP?

You will need to complete the relevant SIPP benefit form and return this to us.

If you have asked for a lump sum payment, once we have received your form we will calculate your lump sum payment and pay it to you within 5-10 working days.

If you have requested a regular income then we will contact you to confirm when this has been set up. Any regular income payments will be sent on a fixed date of the 10th of each month. In months where this date falls on a weekend, we will send the payment on the first working day after the 10th. In all cases, payments should reach your account three working days from the payment being sent.

Do you accept final salary transfers?

Yes, we do accept final salary transfers. But before you go ahead and transfer to us, you’ll need to seek advice from a suitably qualified financial adviser if your transfer value is £30,000 or above.

I’ve paid money in but it isn’t showing as available cash?

Money you’ve paid in by debit card should show in your account straight away. If it doesn’t, try refreshing the page and logging out and in again. And if it still doesn’t appear, please get in touch with our customer services team.

If you’ve sent us a cheque, the money will take at least 5 working days to show in your account.

I’ve been asked to verify my bank details. Why? And how do I do it?

When you request a withdrawal from your AJ Bell Youinvest account, we’ll sometimes ask you to verify your bank details. This will typically happen the first time you make a withdrawal, or after you’ve changed your bank account details. We do this to protect you from fraud – by making sure the bank details are yours. 

To verify your bank details, just send a copy of your bank statement to administration@youinvest.co.uk. The email will need to come from the email address that is registered to your AJ Bell Youinvest account.

You can scan a copy of your statement and save it as a PDF, or if you have online banking you can download a PDF statement. For security, we can’t accept photographs of your bank statement. You can also send a paper statement to our postal address:

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

Once we’ve received your bank statement and confirmed your details, we’ll let you know by email. You’ll then be free to request withdrawals through your online account. 

Customer services

0345 54 32 600

For questions about our Initial Public Offering, or account administration including applications, transfers, SIPP benefits and payments. Until 14 December 2018, we're open until 7pm every weekday.

Open from 8am to 7pm
Monday to Friday

Dealing services

0345 37 33 479

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

Open from 8am to 7pm
Monday to Friday

Transfer enquiries

For queries on the progress of transferring an account to us.

Contact us by post

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

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.