Regular investment service user guide
Contents
1. 27 Noni Payment 20 00 Age sock io reqular ines bree aar Senh amourtin G HARCLAYE oro ampir PRARCL i Frequency Choose Cine aii i BLECHER GK ABSOLLITE i e iimeneansatoace neem PAAT SHS NPY EIR BAREL BLECER TOK ABSOLUTE RETLAN STRATEGIE REG PART SHS My GBP Tra aisa a BARAL F _ ip Theia bie imbcrut tt pi snima ed iha jag teica Teig a einn to ine as 1 BLACHA DCR ABSOLLITE crest ECLI CL EELEE bi a ohra rm p miaii col eet eter AJ Bell RETURN STRATEGE RED S ami egebed oy Pa Anaraal Garima suey PART SHS Mev USD une Terie rule dr Sues iaa Falis BARLL SFRICAHBARRICK GILD LTD OAD GEFU 1D ABEL BARCLAYS CAPITAL WYouinvest Regular Investment SIPP Accoust CAPTAIN INNES ADAMS Sippdeal SPP A009105 Add stock to regular investments Koy B Busa Research i i fish Le Sea eegaegcegsce gegesegeaa t Chenn ARII CAFTA MIES ADAWE JU Ary 2044 148 AJBell Youinvest Regular Investment SIPP r Memmi 2B Frint Accumr CAPTAIN INNES ADAMS Sppdeal SPP ADi Ayabe Cash 447 aoa 27 Monti Payment 0 00 Age sock to regular investnents gancl Srah mwnt 26 00 Regular investments Invariants will ony be mada pu haa Gui cet aval ale cash al ie madirado date Bl pasani oy donot have any reguiar ieri eni instructions aeto tar ths soun Femer M C ia Tha aed a ge Tiaa eed ps nana An i ice egy eo ae T Fyri pu umur eee pm rear ranj E2. ae oe ee oe et Theries ip ert ee eee es Bee ret a ee te te Fpa kt anaa ee ee A Laai pii LLBA U bhat cs baa ey ghi D aisia J Bell Agom pri regrind by bee cece Dramm Sate Tain Imra Seay CSRENDEP TEN anal Police Clem AD CAP TAI MES ADAMS JE thy 2841 1427 AJBell WYouinvest B 1 Achat ora lee hems Tig kerr or Serko Regular Investment SIPP ee Account CAPTAIN INES ADAMS Sippdeal SPP AWE Atabe Cash 647 00a 27 Nenthl Fapment 000 Aga stock io regular invesbnenis Lea imuta 000 Regular investments Sur saltair ig zamon E Hep AaRCLAYS Pca oe Cee m brir Oo Ti E o 00 S S a eo ered AS ie Fah Investments wil on be made H pou hee au cent aioe cash al he ned irede drk a The eel ee mijeti cet pede ee i Thee E ir pened Hri ep ee te ig bakea og ee et Fbl kt ee bhabe ee I a aani pou APE ee ha BOT b dakai Cook ed aT AJ Bell Sere ond reget by tha eee Dari ce Bere Saal pire mro irin Dos rN kaan aiiz Chenu ARIY CAPTAIN MES ADAMS JE Juy 2094 112 AJBell WYouinvest chen deat Regular Investment SIPP r Mermen 28 gt Print account CAPTAIN INNES ADAMS Sippdeal SPP IADS E Atabe Cash ft 908 27 Monthy Pamet a 00 AGS SOCK io megua vestimens Maries Ticker of Sicko Search Regula inveshmenis a Sai hemi it mounta M Frequency fie eS 1 aaa aero SAT DS ls eed a aves tran SOU ee are eas ener E eS ra ail iinet wii On De mada i pau haa aunit aaiadi cas
3. aiani pou ie ai ere a a iedh oe eet eer A Bell apunmi ari rege teed by ira Mnarani See Bato tase Laon Deri Sree bs Faas PETTE TEN ARI TAFTA MES ADAMS JE Aky 2844 1155 Hemne Ticker or Larai Regular Investment SIPP piara pati 25 Flirt amor CAPTAIN MNES ADAMS Sippdeal SPP Amaia vate Gash fit 058 27 Month Payment 000 AS sock io megua Invasive Mare Tick or ar Sood mount 0 00 Regular investments eS SORIN D Gece ag peas Ses R TN aiga Bale n em mN asy z mmmn E e mney j N i EEEE tor ae minors E Sea ANAA EFAN TA Ireeairieriia wii niy Be mada T eu bia su osn aaia cash al hi mad irado dris E E n opa y ree eene ia The rbaa oe ee ge ee ee Theirs Dir ice et ps Sd i ie i E T Pore ma umen eee rer Panj a aaah pou enh airm ro p aeih aH et tee A Bell ha PE EES ari ge eed oy ta od baim Bae iiin Tiikmaa ETET ETTET On trading day which is the 10th calendar day of the month or the next working day the regular investment order list is greyed out until the orders are dealt as shown below Editing regular investments Regular investment orders can be edited at anytime For the changes to be included in the regular investment orders placed on the 10th calendar day of the month or the next working day amendments can be made up to midnight on the 9th calendar day of each month or midnight on the day before dealing day If you would like to change the amount you invest eac
4. Dealing WYouinvest Junior ISA Regular investment service user guide This guide will take you through the steps involved in setting up or amending a regular investment instruction with us We hope that you find it useful but if after reading it you have any further questions then please call our Dealing Services Team on 0845 37 33 479 Setting up a regular investment Step 1 Once you have logged into the secure area of AJ Bell Youinvest please click on Deal as shown below for the product you would like to regularly invest in In this example we are going to set up a regular investment in a SIPP Step 2 Clicking on Deal will open the SIPP product details on the dealing site as shown below Clicking on the Regular Investment option from the left hand navigation opens the regular investment page s You 3 ouinvest Pen Ee CD Oasiing account Oasi Unah tomas SppTalk 1v Can wa hale SIPP Investment ISA J Dealing account My details I gt onime Stock lock deal Why nat nd out mote today Cash Total The values shown above are indicative only Please click Deal for the most up to date values Amrani are gaam by Pe Paros Sey ces Ator Aiet oa Prete Cowes See awp I Chant AJH CARTAN Ee aS AJBell WYouinvest Aci mer aa ica Resear heey Regular Investment SIPP ASCOT CAPTAIN INNES ADAME Sppdeal SPP A002 105 E abe Cach 47 A027 Hon Papnent 0 00 Add sio
5. RENS AEN aatan a Sie u PAS eS ee Ps imweaimeni ail ony be mada i Pii ham aui coar deed cash aihe madiete data ik a The aaisa nf eT oe ge ee ee Tei AH ere ed fo et ee eee ig eee oo i ry 1 Fyri mg ee eee eee ete poe eo ee ee ms a el eed ee A Bell hakarak ard gel cy ha Acasa Garima bitih Ei eT trary Pil mc i Say E PEE AJ Bell includes AJ Bell Holdings Limited and its wholly owned subsidiaries AJ Bell Management Limited and AJ Bell Securities Limited are authorised and regulated by the Financial Conduct Authority All companies are registered in England and Wales at Trafford House Chester Road Manchester M32 ORS AJBYI UG RIS O1 14
6. ck to regular investments Mate Ticker or Sein inoue on Fragquency Choris Ona Regular investinents heesinenea wil ooh fe mode egy haa suficientes cash ai fhe ned bade dale Ai Pa en yiu do oT hae any ra GU ea an ee Setup kr thie soba The spaa fia one ga dye peepi ee Teer Bee et pri dee iha pig bebra meing eee ir item Pete WERA tAr a PP eR ph ed aa ee NON h jadnih aa ii P JBel Safee rri rege teed by bee Fiearaa Saree Litraiy pai 0D Svan J ban Pole You can select a stock to regularly invest in by entering its name ticker or Sedol number If you enter just the first 3 characters of the stock then a list of 10 options will appear as shown below Alternatively if you click on the Search button the most traded results will appear for the 3 characters you entered as shown below Step 3 Select the stock you want to invest in Cin this example Sainsbury and the amount you want to invest which must be a minimum of 25 The frequency of the investment will always be monthly Clicking on the Add button includes the stock in your list of regular investments Step 4 As you can see below Sainsbury is now included in the regular investment order list and the next trade date is also shown WYouinvest Clem ARIN CAPTAM MIES ADAS JE Aby 2091 FAT AJBell Youinvest Li cirin ieai eseamcm Hei Regular Investment SIPP ie Accomm CAPTAIN INNES ADAMS Sppdeal SPP A003 105 aya be Cash E AT 00
7. h month in one of your stocks or investments then you simply need to click on the Edit button next to the investment as shown below In this example Severn Trent will be amended Clicking Edit deletes the investment from the regular investment order list and moves it to the Add stock to regular investment section of the page as shown below At this point Severn Trent is no longer one of your regular investment orders Once the amount to be invested has been amended Cin this example from 50 to 500 clicking Add then places Severn Trent into the regular investment order list Deleting regular investments There are 2 options to delete regular investments as shown below Clicking the Delete button next to the investment will simply remove it from the order list WYouinvest Clienn ARIT CAPTAIN MIES ADAMS JE Maby 2844 112 AJBell ouinvest I hed Hens Ticker or gadai Ticker or Darky Regular Investment SIPP r Mess paps iZ Print amour CAPTAIN INNES ADAMS Sippdeal SPP AWST Wabe Dash E7 Am 27 Nonik Famen 000 AS klock io megua rae berets Marea Tica of odes ont DE Femme font ead Regular investments ese biiain Abarat ARLE Bee nes a He ee ear Tae aT TSENG i Sate TERRY CL Nae ot A A aa See Png eae eT Me BT ad ee UREA eh le ifeeerin etis will On De ade pt haa So eta ai cash adie reat treed dria Ineesimen neud annabee edited orcdedeted an fade date art a Teg repa hoe
8. h adie readies dake imweimen neud annit be edited ordeeted on trade dar mn Thy sep di gee oe po oe eee me vt Tees ip ee et pa eed a es beken eg 2 eee i ie i Fjza 8 ae atan E EPEN Lp ee h baa Aoa a abae Gah led da Al Bell gfe ped rege tated bp ita Fingrar Bara Libstj ERTER TLES irain ers e T hmi i Cienu ARNI SAGAOECR HAYEN ADAMS I uk H41 WO AJBell ouinvest Y hene Tikaro Berk ar fae ges aj Erin Hini Fiii Regular Investment investiment ISA Amowrt BARADER HAYDEN ADAMS Investment IA AJIN hiai Cash 002 Monthly Fapment E 00 AGS 1ock io megua invesinents aL Search Regular investments ar Seca ee Anar iE BaF ECL ArRASTAUCTURN c Si Hep Bianan ET imou G00 te K ai am S TN gre imesimama wi ony be mada H pyi hr s qui chent gailai la cosh ate rend irede dti WA Bell Tes selon ef iver or pode ni eal m r Thenben E nis Hsi poo peed ew ty bakea meig p eect oe tet Fla ka ae eee oe eed eek pe Le Ha hia Pee bta R i Chabi Faka a ee Sere pri qb by tte cece Bere eer ja Teal Tes et By Se ey kanl Tiia WYouinvest Clicking the Delete all button will remove all the orders pm PEE ata in the list VWYouinvest it ce Riia Hay Regular Investment investiment ISA Massages iTi print Accout BAKADER HAYDEN ADAMS Investment 24 JANRI Amable Gash a a j Nonhk Papment T90 AGS lock lo tegusa invesinenis Mama Ticker af Sodol Seach imut A i Toii Th DO
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