Keep track of all your finances with Mywealth

Mywealth


Want to stay on top of your finances – without wading through piles of paperwork? Mywealth could be the answer.

On just one screen, Mywealth lets you view all of your assets and liabilities. That includes your accounts with us, your accounts with other investment providers, your bank accounts, credit cards and loans, and any other assets of value you might have – such as artwork or antiques. You name it, Mywealth can help you keep track of it.

Completely free to use, Mywealth is a handy way to see an overview of your wealth and manage your finances more effectively.

  • Convenient – see all your financial info in one place, both on our website and our mobile app
  • Comprehensive – include virtually every asset and liability you own, and get a complete view of your wealth
  • Committed to your security – we employ the same industry-leading security measures that keep your AJ Bell Youinvest accounts safe

How do I use it?

To get started with Mywealth, just enter the information for the assets and liabilities you’d like to add. Feel free to experiment with just one or two of your assets to get a feel for how it works.

You'll need to edit the Mywealth assets and liabilities you add manually to keep them up to date.

Is it secure?

When it comes to your finances, security is vitally important. And of course, it's even more important when you're aggregating your information in one place.

That's why Mywealth – just like the rest of our website – uses 256 bit SSL encryption between your browser and our servers to ensure your data can’t be intercepted and read (to learn more about our security measures, see our Security Centre).

How do I get started?

First log in to be taken to your ‘My account’ page. Then just scroll down to the ‘Open another account?’ box and choose ‘Create a Mywealth account’ to get started. By creating a Mywealth account, you agree to its terms of the service.

Choose the right account for you and start investing today

SIPP

Put your pension pot in your own hands with our award-winning self-invested personal pension.

Stock & shares ISA

Invest £20,000 this tax year into our tax-efficient ISA, and access your money when you want it.

Dealing account

Our Dealing account is low cost and unlimited. Invest as much as you want, whenever you want.

Accounts for children

Build a nest egg for your children with our Junior ISA, Junior SIPP and Dealing accounts for children.

Lifetime ISA

Invest up to £4,000 per year in our Lifetime ISA and get a government bonus of up to £1,000.