How long will it take to transfer a Dealing account with another provider to AJ Bell Youinvest?

We aim to transfer your Dealing account as quickly as possible. But the overall transfer time can vary, depending on:

  • The type of investments you're transferring. As a guide, cash only should take 2 weeks, equities 4-6 weeks, funds 6-8 weeks and foreign holdings 10-12 weeks. If you're transferring cash and investments, your cash will be transferred to us after your investments
  • How long it takes your current provider to respond to our requests
  • Whether the documentation required by us or your current provider is completed correctly
  • Whether you still have to pay fees to your current provider, including closure and administration fees