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. We may also need you to post us some documentation.

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 on the progress of your transfer by logging in to your account and selecting ‘Transfers’ from the ‘My account’ menu. (If you’re transferring a pension which has cash but no investments, you won’t be able to track your transfer online.)

Find out more about tracking your transfer.

If you’ve already opened the 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.

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