AJ Bell

How Does the AJ Bell Refer a Friend Scheme Work?

AJ Bell's refer a friend programme is open to anyone who isn't already an AJ Bell customer. Share a referral link with a friend and ask them to follow it and enter their details. They'll then need to open a SIPP, stocks and shares ISA, Lifetime ISA, or dealing account with AJ Bell.

If you don't have a friend who's already investing with AJ Bell, that's exactly what Refer a Friendly is for. The referral links above have been shared by real AJ Bell customers in our community, so you can use one to sign up and unlock the new customer reward.

What Do You Get with the AJ Bell Refer a Friend Offer?

Once your friend has opened a qualifying account and funded or transferred in a minimum combined value of £10,000 within 120 days, AJ Bell sends you both a £100 Amazon.co.uk gift card by email. It's one of the more generous refer a friend rewards among UK investment platforms, though it does come with a higher funding threshold than many cashback-style schemes.

Capital at risk. Investing can go down as well as up, and tax benefits depend on your individual circumstances. Always check the current terms and conditions on AJ Bell's website before signing up.

Is the AJ Bell Referral Code Right for You?

If you're already planning to open a SIPP, ISA, Lifetime ISA, or dealing account, using a referral link costs nothing extra and adds a £100 gift card on top — provided you can meet the £10,000 funding threshold within the 120-day window. AJ Bell has been running for over 30 years, is listed on the FTSE 250, and is FCA regulated, so it's a well-established choice for UK investors. Browse all investing refer a friend schemes on Refer a Friendly.