At AJ Bell, you can move cash or investments from one account to another between two people via a gift transfer. For a gift transfer to happen, it has to be from one Dealing account to another Dealing account and can be requested via secure messages.
If you send us a message requesting the transfers with the relevant values, desired investments, account references, names and relevant relation between the customers taking part in the transfer, we’ll be able to initiate this movement with the relevant team.
You can send a secure message here, or by logging in to your account and selecting ‘Secure Messages’.