Before you apply for a Dealing account

You'll need around 10 minutes to complete your Dealing account application.

Get to know our Dealing account

Make sure an AJ Bell Dealing account is right for you by reading about our terms and conditions, risks and charges and rates.

If you’re unsure, read more about our Dealing account.

Applying for a joint Dealing account or one for a child?

You'll need to complete a different form to open a Dealing account for a child, or open a Dealing account in joint names.

What you'll need

Your National Insurance number – you'll find this on your National Insurance card, a benefit letter, payslip or P60.

Your bank details – so we can verify your account.

Your debit card details – if you’d like to make a cash payment to your Dealing account.

Details of a Dealing account you have elsewhere – if you want to transfer it to us.

Before you apply, just remember:

  • We don’t offer investment advice, so you’ll need be confident you can manage your Dealing account yourself.
  • You’ll need to be 18 or over and a UK resident to open a Dealing account with us.
  • The value of your investments can go down as well as up, and you could lose money as well as make it.
  • How you're taxed will depend on your circumstances, and tax rules can change.

What you need to know about a Dealing account

  • There’s no limit on what you can pay into or withdraw from a Dealing account.
  • Any income and gains you make on your Dealing account investments will be subject to income and capital gains tax.
Open a Dealing account
Get to know our Dealing account

Make sure an AJ Bell Dealing account is right for you by reading about our terms and conditions, risks and charges and rates.

If you’re unsure, read more about our Dealing account.

Applying for a joint Dealing account or one for a child?

You'll need to complete a different form to open a Dealing account for a child, or open a Dealing account in joint names.