AJ Bell Dodl fee-free ISAs offer 2026 terms and conditions
- New and existing customers will benefit from no Dodl account charges on their Dodl Investment ISA and/or Lifetime ISA for a period of 12 months.
- This offer waives only the Dodl account charges for the duration of the 12-month free period. Dodl account charges are 0.15% of the value of investments in each account, per year, charged monthly with a minimum charge of £1 per month (“Dodl Account Charge”).
- All other charges still apply (e.g. fund charges, share charges and US shares charges including foreign exchange charges).
- The offer is open between 1 February 2026 and 30 April 2026 (“Offer Period”).
- The 12-month period with no Dodl Account Charges will start on the first day of the month after the account becomes eligible. In addition, no Dodl Account Charges will be applied for the month in which the account becomes eligible either. For example, if you add £1,000 to your Investment ISA and/or Lifetime ISA on 15 February 2026, you won’t pay any Dodl Account Charges for February 2026, and the 12-month free period will run from 1 March 2026 to 28 February 2027 – a total of 13 months without Dodl Account Charges.
- To become eligible for the offer, new customers must open a Dodl Investment ISA or Lifetime ISA and deposit at least £1,000 within the Offer Period (“Minimum Value”). Existing customers can either deposit the Minimum Value into their existing AJ Bell Dodl Investment ISA or Lifetime ISA, or open a new account and deposit the Minimum Value within the Offer Period. Transfers of the Minimum Value or more that are initiated during the Offer Period into a Dodl Investment ISA or Lifetime ISA will also be eligible.
- For new customers, the offer is available for an Investment ISA and/or Lifetime ISA, one offer per account opened and deposited into during the Offer Period, a maximum of two claims per customer. For existing Investment ISA and/or Lifetime ISA customers one offer per account deposited into during the Offer Period, a maximum of two claims per customer.
- The offer will be applied to your accounts automatically.
- We will not be responsible for any delay to applying the offer to accounts.
- You must be 18 or over and a resident in the UK to be eligible for the offer.
- The Minimum Value can be made as a lump sum or accumulated during the Offer Period. This can be made as a cash deposit, via Direct Debit or transferred in from another provider, provided the transfer is initiated within the Offer Period.
- If you withdraw the Minimum Value or cancel the transfer before the end of the Offer Period, you will not be eligible to participate.
- If depositing into a Lifetime ISA, any government bonus added to your account will not count towards the Minimum Value. Interest accumulated or added to your account will not count towards the Minimum Value.
- Transfers between any accounts you hold with an AJ Bell group company (e.g. from an AJ Bell ISA to an AJ Bell Dodl Investment ISA or a transfer from an AJ Bell Investcentre Lifetime ISA to an AJ Bell Dodl Lifetime ISA) are excluded from this offer.
- Any new account openings and transfers must be initiated within in the Offer Period. Any transfers must complete within 6 months from the date of instruction.
- Other account types, including Dodl General Investment Accounts and Pensions are not included in this offer.
- We reserve the right to amend, suspend, or withdraw the offer and/or these terms without prior notice and at our sole discretion by posting a notice on our website. If the Offer Period closes before 30 April 2026 all valid claims already received at the time of posting of the notice will still be accepted.
- AJ Bell Dodl accepts no responsibility if account fees are not successfully waivered due to a technical fault or human error of any kind.
- AJ Bell Dodl will not be held liable if any unforeseen event means that we are unable to fulfil this offer. In this event no compensation will be payable by us.
- By becoming eligible for this offer, you are deemed to accept these terms and conditions.
- The offer is non-exchangeable, non-transferable and no cash alternative is offered.
- Employees of AJ Bell, their affiliated companies, their advertising agencies, and the immediate families of any such employees are not eligible for the offer.
- Details about how we may process your personal information can be found here.
How to become eligible for the offer
Eligibility rules
General
The promoter of this offer is AJ Bell Securities Limited. The promoter’s principal place of business is at 4 Exchange Quay, Salford Quays, Manchester, M5 3EE. The promoter may exclude anyone from participation who we believe to be taking unfair advantage of the offer.