Find a new home for your investments and we'll pay you up to £500
When you transfer your SIPP, ISA or Dealing account to us we will help cover the costs your current provider charges for transferring your account.
We'll pay up to £35 per investment moved and up to £100 for general exit fees, up to an overall maximum of £500 per person.
To be eligible the SIPP, ISA or dealing account being transferred must be valued at £20,000 or more.
This offer is open to both existing and new customers.Find out more
Frequent dealing rate
If you make 10 or more online deals in a month, then the following month you will only pay £4.95 for all your online deals.
The online dealing charge is determined by the number of deals you placed across all the accounts in your individual name (excluding any regular investment deals).
For example, if you deal 12 times in January, you will only pay £4,95 for all your deals in February. Your dealing rate will then return to our standard charges in March if the number of deals you place in February is under 10.
For more information see our charges and rates.
Recommend a friend and we will send you £75
If you recommend us to a friend and they open a SIPP or ISA account with a value of £10,000, we’ll send you £75 to say ‘thanks’.
You can recommend as many people as you like – they just must be new to AJ Bell Youinvest.Find out more
Free case of wine when you open an ISA
We’re giving away a free case of wine to every customer who opens an ISA and deposits or transfers in £5,000 or more.
Simply open an ISA and deposit or transfer in £5,000 or more between 30 September and 31 October. Then email firstname.lastname@example.org with your ISA account number and how much you’ve funded it with.
Terms and conditions apply.
If you have made subscriptions to another stocks and shares ISA this tax year then you cannot subscribe to an AJ Bell Youinvest ISA as well. Any subscriptions paid to other types of ISAs will restrict the allowance available.
Free digital copy of Shares magazine
Open an AJ Bell Youinvest account with a balance of £4,000 or more and you will get access to Shares magazine online for free.
Shares magazine is one of the UK’s leading online investment publications, designed to help private investors make the most of their money. It provides in-depth research on stocks, shares, funds and investment trusts as well as personal finance issues.
To access the digital magazine, you will need to have at least £4,000 invested across all the accounts in your name. For example if you have £3,000 in a SIPP and £2,000 in a Stocks and shares ISA you will be eligible, however linked and family accounts are not included. If the value of your account(s) falls below £4,000 you will no longer have access to Shares.
If you are eligible you will receive your free copy by email.