Charges
The fees incurred by the opening of an AJ Bell ISA depends on the funds or shares you have.
Examples of fees you might be liable for include:
- Buying or selling dealing charges
- Custody charges
The website contains a calculator, which means you'll be able to calculate what you would be liable to pay.
Fund Choice
AJ Bell boasts a wide variety and a long list of possible. These include:
- A wide variety of funds
- Stocks and shares options
- Lifetime ISA options
- SIPP options
Customer service
The customer service features of AJ Bell as a platform include:
- A list of services provided by AJ Bell
- A phone number available on the website
- Webchat facilities
- Email address provided
- Physical postal address also provided
Research & tools available
To find the ISA which is right for you, you can look at their Investment ideas tab, as well as browse the website to find the right fund for you.
Is "AJ Bell" The Best Place For Your Child's Junior ISA?
For this tax year (2020/2021) you can invest up to £9,000 in a tax-free wrapper for your child’s future in a Junior ISA.
If you’re looking to set up a JISA (Junior ISA) at AJ Bell, then you need to know what costs, choice, customer service and research tools you can expect to get by going with this provider.
Charges
The charges associated with a JISA at AJ Bell are:
- The ability to buy and sell funds from £1.50
- Buying and sellijng shares from £9.95
- Buying and share online share deals from £4.95
- An annual shares custody charge of 0.25% of the value in your account (with a maximum of £5 per quarter)
- Annual funds custody charge of 0.25%
- Charges can be found through their calculator
Fund Choice
In terms of fund choices, much like the standard ISA, you can choose from:
- A wide variety of funds
- Stocks and shares options
- Support for choosing the right investment for you
Customer service
The customer service for JISAs is the same as the customer service provided for general ISAs. They also provide FAQs specifically tailored to the JISA product, so you can look there for information. This also includes Investment ideas, which can be helpful for a first-time investor.
Research & tools available
AJ Bell has a page on their website specifically dedicated to JISA accounts, which contains lots of information you may want to look at before opening a JISA with this provider. This includes:
- Their charges
- Investment ideas
- FAQs
- Information on transferring a JISA
- Facility to open a Junior ISA
