It'd be a shame to see you go, so if there's anything we can do to support you with your account, please do reach out via the in-app chat, Or you can always call us on 0345 54 32 600 and speak to our friendly and helpful phone team.
But if your mind's made up on transferring to a new provider, you'll need to begin the transfer by contacting them first. Give your new provider all your AJ Bell account details, and they’ll contact us to start the process.
From our side of things, it's possible to transfer your account out to your new provider as cash or investments. But do just check that how you want to transfer is possible with your new provider - they may not be able to accept one of your investments as it is, for example. And if your new provider only accepts a cash transfer, you'll need to sell your investments with us, before your transfer can go ahead.
We will work with your new provider to transfer your account to them as quickly as possible. But so you can keep a rough timeframe in mind for this, cash transfers out typically take up to four weeks and transfers involving investments ('in specie' transfers) can take up to eight weeks to complete.