Aj Bell Login Adviser
Based around fca guidance and the questions that aj bell is most commonly asked by advisers the factsheet includes key information on the company s financial strength service functionality investment choice and pricing.
Aj bell login adviser. If your fca reference number cannot be recognised you will instead need to complete our adviser registration form. Before using our platform you should first read our adviser handshake. Check the current value of their portfolio s access information on the underlying investments on aj bell s funds shares service view their cash statement and transaction history. Once you are registered we will email you a username and password.
The client view section of the platform enables advisers clients to log in to their aj bell accounts and. We will remember your preference so you should only be asked to select the appropriate website once per device. If you have a financial adviser and are looking for a low cost way to invest for your future aj bell investcentre has been designed with you in mind. We don t offer advice so it s important you understand the risks if you re unsure please consult a suitably qualified financial adviser tax treatment depends on your individual circumstances and rules may change.
When you are ready to register you can do so by entering your fca firm reference number below. We will remember your preference so you should only be asked to select the appropriate website once per device. This heightened regulatory focus. Aj bell has launched a stocks and shares lifetime isa lisa for clients of financial advisers via the aj bell investcentre platform.
Aj bell is only the second adviser platform to offer a lisa. I want to manage my own. Fca firm reference. This area of the website is intended for financial advisers and other financial professionals only.
This area of the website is intended for financial advisers and other financial professionals only. The aj bell investcentre lisa offers advisers and their clients access to the platforms full range of investments which includes over 4 000 clean share classes as well as the. I am a financial adviser aj bell investcentre is an award winning low cost platform that helps you invest in a sipp isa lifetime isa junior isa or gia on behalf of your clients. The fca s thematic review tr 16 1 in 2016 shone a spotlight on the quality of due diligence carried out by adviser firms on platforms.
Helping your clients invest in the life they want to live.