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Investment ISA

Setting up your investment ISA

You’ve taken the first important step and signed up. Now, it’s time to open your AJ Bell Dodl investment ISA - it’s easier than you might think. All you need is 10 minutes and you’ll be set up in just a few steps.  

 

Step 1: Choose your account  

  • Log into the Dodl app 
  • Go to ‘Choose an account’  
  • Click on the option to open a new ISA 

 

Step 2: Basic information 

  • You’ll need to have some details at hand, such as: your date of birth, UK address, National Insurance number, and bank account details. 
  • You’ll receive confirmation of the creation of your brand-new account via email 

 

Step 3: Add cash 

  • Click on ’Add cash’ 
  • Choose your preferred method: 
    • Bank Transfer 
    • Apple/Google Pay 
    • Debit card 
  • Enter the amount you wish to add 

 

Step 4: Choose your investments 

  • In your ISA account choose ‘Invest’ 
  • Browse the investment options 
  • Select the investment you want - if you’re not sure what to choose head to the learn centre to read ‘What’s your type (of investment)?’  
  • Click ‘Invest’ at the bottom of the page 
  • Select how much you want to invest 
  • Review and confirm investment 

 

And that’s that! We’ll take it from here. There’ll be a short delay between the moment your order is confirmed and when your investment is sat in your account. That’s because buying investments isn’t instantaneous and your order has to be processed. Fund and themed investments can take two to three days while shares can be quicker. 

 

Open an account

Read next:

Adding money to your ISA

Read more in our:

Learn centre

 

🔔 Remember, investing carries risk and nothing in this article should be taken as advice – Dodl doesn’t give advice, but we do hope the info is helpful. 

If you have any questions, feel free to chat to us within the app