Who can use this offer?
- Eligibility
- New AJ Bell customers aged 18+ and resident in the UK
- Spending or deposit
- Fund or transfer £10,000 within 120 days
Read the provider’s full terms and confirm your eligibility before applying.
How to claim the offer
Follow these steps only if the provider confirms the invitation and its current terms.
- Register your email through the referral before opening an account.
- Use the same email to open an eligible ISA, Lifetime ISA, SIPP or Dealing account.
- Arrange qualifying funding totalling £10,000 within 120 days of the first account application.
- Keep the qualifying balance until AJ Bell checks and issues the voucher.
Important conditions
- The £10,000 can be split across eligible accounts. Junior accounts and specified transfers from AJ Bell group products are excluded.
- The balance must be at least £10,000 when the reward is issued; it is normally issued 30 days after qualifying funding.
- AJ Bell can reclaim the voucher if withdrawals or transfers reduce the account value by more than 75% within 12 months.
- Compare platform and investment charges. Pensions and Lifetime ISAs have withdrawal restrictions; this is not guaranteed profit.
Checks & provider information
- Last checked
- 18 Oct 2026
The exact invitation and its £100 / £10,000 / 120-day terms were checked on 18 October 2026.
AJ Bell terms
