Before you apply for a Stocks and shares ISA

You'll need around 10 minutes to complete your Stocks and shares ISA application.

Get to know our Stocks and shares ISA

Make sure an AJ Bell Stocks and shares ISA is right for you by reading about our Stocks and shares ISA's key features, terms and conditions, risks and charges and rates.

If you’re unsure, read more about our Stocks and shares ISA.

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 ISA.

Details of an ISA you have elsewhere – if you want to transfer it to us.

Before you apply, just remember:

  • To open an ISA with us, you’ll need to be 18 or over, and a UK resident or overseas UK crown employee.
  • We don’t offer investment advice, so you’ll need be confident you can manage your ISA yourself.
  • The value of your investments can go down as well as up, and you could lose money as well as make it.
  • The benefits you’ll get from an ISA will depend on your circumstances, and ISA and tax rules can change.

What you need to know about ISAs

  • This isn't a flexible ISA, so any money you withdraw from it and pay back in during the same tax year will count towards your ISA allowance.
Open a Stocks and shares ISA
Get to know our Stocks and shares ISA

Make sure an AJ Bell Stocks and shares ISA is right for you by reading about ourStocks and shares ISA's key features, terms and conditions, risks and charges and rates.

If you’re unsure, read more about our Stocks and shares ISA.