Wealthfolio is an independent portfolio-tracking application and is not affiliated with, endorsed by, or sponsored by AJ Bell.
United Kingdom
Track your AJ Bell portfolio with Wealthfolio
Bring your eligible AJ Bell investments into Wealthfolio. See your UK portfolio alongside other institutions and currencies, with supported holdings, cash, and activity kept together on your device.
Automatic brokerage sync is available with the optional Wealthfolio Connect subscription.
From your AJ Bell account to your whole investment picture
Keep your portfolio current
Refresh supported balances, holdings, and activities automatically on the schedule available for this connection.
Bring institutions together
See AJ Bell alongside your other brokerage, crypto, and manually tracked accounts in one investment and net worth view.
Use the combined picture
Explore allocation, income, performance, goals, and benchmarks across the investments you bring together.
Available views depend on the data and history supported by each connection.
What syncs from AJ Bell
- Available data
-
- Stock and ETF holdings with cash balances
- Buys, sells, deposits, withdrawals, and interest
- Eligible accounts
- Eligible AJ Bell basic trading accounts made available during connection setup.
- Available history
- Up to three years of account activity may be available.
- Updates
- AJ Bell provides holdings and balances daily; Wealthfolio refreshes once a day or whenever you choose Sync now. Transaction activity updates daily and is delayed by one day. Sync now retrieves the activity currently available.
How to connect AJ Bell
Connection method: Sign in through SnapTrade. Follow the steps below to add the account.
-
Choose AJ Bell in Wealthfolio Connect and open SnapTrade's secure connection window.
-
Review the terms and check that the browser is on SnapTrade's website.
-
Enter your AJ Bell sign-in details there and complete any verification requested.
-
Finish the connection, return to Wealthfolio, and review the supported holdings and activity.
Your account stays under your control
Read-only access
The connection can retrieve account data. It cannot place trades or move money.
Your sign-in
SnapTrade encrypts the AJ Bell sign-in details it stores to keep the connection working. Wealthfolio never receives or stores them.
Your Wealthfolio data
Supported account data is passed to Wealthfolio on your device. Wealthfolio does not persistently store your holdings, balances, or activities on its servers.
Good to know about this connection
- Activity older than three years is not included. You can import or enter older records when you need a longer history.
- Supported positions are stocks and ETFs. Other investments can be tracked manually in Wealthfolio.
If activity history is limited, you can still use Wealthfolio's Holding Snapshots mode to follow positions, cash, allocation, and net worth. Complete Transactions supports deeper activity-based analysis when sufficient history is available.
Frequently asked questions
How much AJ Bell activity can Wealthfolio sync?
Up to three years may be available, covering buys, sells, deposits, withdrawals, and interest.
Does AJ Bell sync throughout the trading day?
AJ Bell provides source data daily. Choosing Sync now retrieves the available data, but does not turn it into an intraday feed.
Does Wealthfolio receive my AJ Bell password?
No. Enter your sign-in details only in SnapTrade's secure connection window. SnapTrade encrypts the credentials it stores to maintain the connection.
Other ways to add or complete your data
Prefer not to connect, or need history the connection does not include? Import a statement or update transactions and holdings manually.
Learn about CSV importAlso supported
Ready to connect AJ Bell?
AJ Bell and its associated trademarks are the property of their respective owners.