Let’s get you up and running
This section makes getting started easy - with resources to help you get set up, add users, and manage clients efficiently, all through our secure, digital platform.
Start here:
An introduction to AJ Bell Touch
Take a closer look at AJ Bell Touch with our Product Director, Mark Rendle, as he shares how the platform helps to simplify advice delivery and support business growth.
Explore your core resources
Your essential toolkit to help you get started efficiently and with confidence.
Adviser user guide
Your go-to guide for accessing AJ Bell Touch and onboarding new clients.
Client user guide
A quick-start guide to help your clients set up the AJ Bell Touch app - share it to streamline onboarding.
Adding new users
This short guide shows you how to set up new users and register yourself as your firm’s admin and adviser.
Other helpful resources
Due diligence
Everything you need to assess AJ Bell Touch – all in one place.
Consumer duty
Clear guidance to help you meet the FCA’s four key outcomes.
