What’s the status of my transfer?
It's easy to check on the progress of your transfer from another provider to AJ Bell Youinvest. 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 firstname.lastname@example.org 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.
- How can I pay money into my account?
- Do I need to have a minimum cash balance?
- I'm linked to another account. Can I check the status of a transfer to it?
- What are the terms and conditions of my account?
- How do you collect charges from me?
- Why aren't all my investments showing on the transfer tracking page?