What is Mywealth and how does it work?
Mywealth allows you to view all your financial assets in one place. This helps you manage your money more effectively. You can add details of every asset and liability you hold, including those outside of AJ Bell, such as:
- Bank accounts
- Investment accounts
- Property
- Pensions
The service is free to use for all of our customers. To get started with Mywealth, log into your account and in your portfolio table, click ‘Create’. Your AJ Bell accounts and any directly held investments that you add will be automatically updated. Pricing information is typically delayed by 15 minutes. Any outside assets you add won’t be linked automatically, but we’re planning to introduce this functionality in the future.
When you enter an asset on Mywealth, you can also set up a reminder to check its value or update details. We’ll send the reminder to your registered email address on the reminder date you selected.
Currently, Mywealth is entirely read-only. This means you won’t be able to move money between accounts using it.