AJ Bell Integration
This guide will show you how to set up the AJ Bell Integration
Go to the Addon store from the Settings tab. From here, select AJ Bell
From here, under the Setup Instructions you can see what you need to do, to get this add-on active. For AJ Bell, you will need to contact your account manager to obtain your credentials.
When you have obtained the relevant credentials, you'll need to complete the configuration tab.
Once you've completed all of the fields, you can select Enable.
AJ Bell have a standard format of:
SCCXXXXXX-DA (for General Investment Accounts/Dealing Accounts)
SCCXXXXXX-ISA (for Stocks and Shares ISAs and JISAs)
SCCXXXXXX-LISA (for Lifetime ISAs)
SCCXXXXXX-SIPP (for SIPPs, Junior SIPPs and RIAs)
Please ensure all your policy numbers reflect this, in order for the data feed to work correctly - SCC12345678-GIA (for example) will not work.
Your feed will then be up and running. Please allow an overnight refresh to start seeing data pull through.
Setting up the Addon
Go to the Addon store from the Settings tab. From here, select AJ Bell
From here, under the Setup Instructions you can see what you need to do, to get this add-on active. For AJ Bell, you will need to contact your account manager to obtain your credentials.
When you have obtained the relevant credentials, you'll need to complete the configuration tab.
Once you've completed all of the fields, you can select Enable.
Policy Number Format
AJ Bell have a standard format of:
SCCXXXXXX-DA (for General Investment Accounts/Dealing Accounts)
SCCXXXXXX-ISA (for Stocks and Shares ISAs and JISAs)
SCCXXXXXX-LISA (for Lifetime ISAs)
SCCXXXXXX-SIPP (for SIPPs, Junior SIPPs and RIAs)
Please ensure all your policy numbers reflect this, in order for the data feed to work correctly - SCC12345678-GIA (for example) will not work.
Your feed will then be up and running. Please allow an overnight refresh to start seeing data pull through.
Updated on: 24/09/2024
Thank you!