Download Registering with AJ Bell Investcentre user guide

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Registering with AJ Bell Investcentre user guide
Registration
Available exclusively through financial advisers, AJ Bell Investcentre brings together the expertise of the UK’s leading
investment institutions with the flexibility of one of the most cost-effective platforms in the market. Before you can benefit from
our many online facilities, you must first register with us.
Once registered you have the opportunity, at no cost, to co-brand our website, literature and illustrations with your firm’s logo.
This helps reinforce your central role in the process. All you need to do is email your firm’s logo to us and we will do the rest.
How do I register?
Registration is quick, easy and gives you immediate access to our:
•
comprehensive suite of illustration tools
•
co-branding facilities
•
online application process
•
literature and user guides
Start
Select ‘Adviser
registration’ on the home
page.
Enter your firm’s FRN.
Does your firm’s
name appear?
No
Download registration
form, complete and fax to
us on 0845 83 99 061.
Yes
• Select your office.
• Select your name from
the drop down menu,
or select new personal
details.
• Enter your personal
details.
• Provide answers to two
security questions.
We will confirm your
registration with your
firm’s head office and
request bank account
details for payment of
your adviser charges, if
applicable.
Your unique username
and password will be
emailed to you on two
separate emails shortly
after registering.
No
Do we have
your firm’s
banking
details?
Yes
We shall confirm, by
email, when we have
registered your firm.
All facilities on the website
are now at your disposal.
Finish
What should I do next?
Once you have registered and set up your first clients on AJ Bell Investcentre, please read our ‘Amending user access guide’
and ‘Nominated individual’s guide to amending permissions’.
Contact details
Adviser helpline: 0845 83 99 060
Email:
[email protected]
Our telephone support is only available to advisers, and is open Monday to Friday, 9am to 5pm, excluding bank holidays.
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 0RS
AJBIC/UG/RWAJBIC/09/14