Can I open an AJ Bell account?

As long as you’re a UK resident and aged 18 or over, you'll usually be able to open an account and invest with AJ Bell. But it's best to check the specific account eligibility rules below before you apply for yours.

You can open a SIPP as long as you're a UK resident for tax purposes. You can only open a SIPP as an individual - not as a joint account.

In terms of citizenship status, you won't be able to open a SIPP if you're a US or Canadian citizen due to the extra reporting requirements needed for these countries.

To open an ISA, you must be 18 or over and a UK resident or working as a Crown employee overseas, such as a member of the armed forces or a diplomat. If you're living abroad and married to or a civil partner of a Crown employees you may also open an ISA. And again, you can only open an ISA as an individual - not as a joint account.

To open a Lifetime ISA (LISA), you need to be 18 or over and under 40. Having opened a LISA account, you can keep paying in until the day before you turn 50.

You won't be able to open a new LISA if you're 40 or older, but if you have an existing LISA with another provider, you can still transfer it to us. Read about how to transfer your LISA to us.

You must be a UK resident or working as a Crown employee overseas, such as a member of the armed forces or a diplomat. If you're living abroad and married to or a civil partner of a Crown employees you may also open an ISA. And again, you can only open an LISA as an individual - not as a joint account.

You can open a Dealing account as long as you're a UK resident for tax purposes. You can open a Dealing account as an individual or in joint names.