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To get an update on your transfer, just send us a secure message from within your account. While your transfer’s in progress, we handle all the administration. And if we need anything from you, we’ll be in touch.
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).
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.
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.
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.
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'.
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.
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.
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.
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 firstname.lastname@example.org. 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
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.
For queries on account administration including applications, transfers, SIPP benefits, payments and online access.
Open from 8am to 5pm
Monday to Friday
For dealing by phone and for dealing, corporate action and dividend queries.
Open from 8am to 7pm
Monday to Friday
For queries on the progress of transferring an account to us.