What are the terms and conditions of my account?
Answer
You can see the terms and conditions of your account here. Please read them carefully and get in touch if you need additional information.
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Stocks & shares ISA
Our most popular tax-free investment account
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Self-invested personal pension (SIPP)
Build a pension that's recommended by Which?
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Ready-made pension
Our low-cost, low-effort, simplified pension
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Dealing account
The no-limit general investment account
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Lifetime ISA
The ISA for first-time buyers or retirement
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Junior ISA
Invest for your little one with a Junior ISA
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Cash savings hub
Access greater interest rates for your savings
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Shares
Find, research, buy and sell global shares
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Funds
Explore our range of funds
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ETFs
Funds that track indices and benchmarks
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Investment trusts
See our range of investment trusts
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Bonds & gilts
Options for lower-volatility investing
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Top buys & sells
See what's popular with AJ Bell customers
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International dealing
Choose from 24 international markets
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Ideas to help you invest
Looking for inspiration or just starting out? We can help
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AJ Bell funds
Low-cost, hands-off investment funds, managed by our specialists
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Our favourite funds
Our expert-selected shortlist of funds from around the world
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Starter portfolios
Pre-made portfolios for those comfortable managing their money
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ISA allowances
Understand how to make the most of your tax-free allowance
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Transfer an ISA
Move your money over to one of our low-cost, easy-to-manage ISAs
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Multiple ISAs
Learn more about how to split your annual allowance
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ISA essentials
Everything you need to know about saving and investing in ISAs
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What is an ISA?
Understand the different types of ISAs, the benefits and how to start
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Find my pensions
Our FREE service that tracks down your lost workplace pensions
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Pension consolidation
Streamline your retirement savings with our consolidation service
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Transfer a pension
Transfer your money to the seven-time Which? recommended platform
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Pension builder fund
The classic, balanced fund designed for long-term, stable growth
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Pension essentials
A library of guides to help you build a pension that works for you
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What is a SIPP?
Understand the finer points of opening and managing a SIPP
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Learn hub
A wealth of resources to help inform your investment decisions
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Investing essentials
Master the fundamentals of investing with our collection of guides
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Building your portfolio
Our experts share tips and insight on crafting your ideal portfolio
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Jargon buster
Demystify the world of financial terminology the easy way
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Money & Markets podcast
Join our experts as they debate and dissect the latest stories
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Women and investing
Our dedicated space to help women feel good, investing
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About us
Learn why over 600,000 customers invest their money with us
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New to investing
Never invested before? Our Dodl accounts may be right for you
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Our awards
We're one of the most awarded platforms around. See what we've won
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Transfer to AJ Bell
Looking to move to us? We'll do all the heavy lifting for you
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View my account
Your AJ Bell accounts summary
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Portfolio
Check your portfolio details and performance
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Buy and sell
Search for an investment by name, ticker, or sedol
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Active orders
See your upcoming investments
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Regular investments
Set up monthly investments starting at £25 per month
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Dividends & income
See all income, dividends, and cash payments from your investments
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Find my pensions
Looking for old pensions? We'll find them for free
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Single payment
Add money to your account with a one-off payment
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Regular payment
Set up a direct debit or amend or cancel an existing one
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Withdrawals
Take money out of your AJ Bell account
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Move cash between accounts
Switch cash between your AJ Bell accounts
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Manage my pension
Review and update your pension details and contributions
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Transaction history
See the full history of your account
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Cash statement
View and download your cash statements and balance
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Corporate actions
See any actions or corporate updates on specific investments
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Documents
View tax summaries, quarterly statements and more
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Voting instructions
Vote in company AGMs or special events