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AJ Bell Youinvest vs Halifax 2019
Your capital is at risk.
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Overall Rating
| Feature | AJ Bell Youinvest | Halifax |
| Overall | ||
| AJ Bell Youinvest Review | Halifax Review |
Trading Fees
| Feature | AJ Bell Youinvest | Halifax |
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Share Trading: 0-9 Deals/ Month |
£9.95 | £12.50 |
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Share Trading: 10-19 Deals/ Month |
£4.95 | £12.50 |
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Share Trading: 20+ Deals/ Month |
£4.95 | £12.50 |
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Annual Custody Fee: £0 - £250,000* |
0.25% (Max £7.50 per quarter) | £0 |
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Bonds - Government (Gilts) - Fee |
£9.95 | £25.00 |
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ETFs - Fee |
£9.95 | £12.50 |
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Investment Trusts - Fee |
£9.95 | £12.50 |
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Telephone Dealing Fee* |
£29.95 | £25.00 |
| Commissions & Fees | ||
| Winner | check_circle |
Platforms & Tools
| Feature | AJ Bell Youinvest | Halifax |
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Desktop Platform (Windows) |
No | No |
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Web Platform |
Yes | Yes |
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iPhone App |
Yes | No |
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Android App |
Yes | No |
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Stock Alerts |
No | Yes |
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Charting - Indicators / Studies |
10 | 91 |
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Charting - Drawing Tools |
1 | 17 |
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Charting - Notes |
No | No |
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Charting - Display Corporate Events |
Yes | Yes |
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Charting - Stock Overlays |
Yes | No |
| Platform & Tools | ||
| Winner | check_circle |
Research
| Feature | AJ Bell Youinvest | Halifax |
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Research - Shares |
Yes | Yes |
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Research - CFDs |
No | No |
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Research - Funds |
Yes | Yes |
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Fund Research - Research Reports |
Yes | No |
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Research - ETFs |
Yes | Yes |
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Research - Bonds |
Yes | Yes |
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Portfolio Allocation Breakdown |
Yes | Yes |
| Research | ||
| Winner | check_circle |
Investments
| Feature | AJ Bell Youinvest | Halifax |
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Share Trading |
Yes | Yes |
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CFD Trading |
No | No |
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Funds |
Yes | Yes |
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ETFs |
Yes | Yes |
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Bonds - Corporate |
Yes | Yes |
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Bonds - Government (Gilts) |
Yes | Yes |
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Investment Trusts |
Yes | Yes |
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Spread Betting |
No | No |
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Advisor Services |
No | Yes |
| Offering of Investments | ||
| Winner | check_circle |
Education
| Feature | AJ Bell Youinvest | Halifax |
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Has Education - Share Trading |
Yes | Yes |
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Has Education - Funds |
Yes | Yes |
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Has Education - Retirement |
Yes | Yes |
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Client Webinars |
No | No |
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Client Webinars (Archived) |
Yes | No |
| Education |
Overall
| Feature | AJ Bell Youinvest | Halifax |
| AJ Bell Youinvest Review | Halifax Review | |
| Overall | ||
| Winner | check_circle |
Our comparison begins with the fees charged for dealing shares in the UK and being a client. The two main charges to focus on include the cost to place each trade alongside the monthly, quarterly, or annual management fee charged (varies depending on the type and size of your portfolio). We researched both to provide a single star rating for cost. Halifax is a better option with a 4.00 star rating over AJ Bell Youinvest's 3.50 star rating.
Account charges aside, we can now compare features and tools investors want in their share dealing accounts. Access to the investments is important, and Halifax provides its clients with ISA and SIPP while AJ Bell Youinvest provides clients access to ISA, ISA - Junior, SIPP and SIPP - Junior. Also, some investors require a high-quality charting experience, so the number of drawing tools and total technical indicators made available, as well as stock alerts, are considered. AJ Bell Youinvest and Halifax offer the same number of charting tools, 1. Halifax boasts an offering of 43 different indicators (for example, moving averages) compared to AJ Bell Youinvest's 10 available indicators. Halifax makes basic stock alerts available to clients, while AJ Bell Youinvest does not. Lastly, for researching mutual funds while share dealing, being able to view a research report can be helpful. AJ Bell Youinvest makes fund research reports available to clients, while Halifax does not.
Overall, between AJ Bell Youinvest and Halifax, AJ Bell Youinvest is the winner.
AJ Bell Youinvest Review
Halifax Review
All pricing data was obtained from a published web site as of 01/08/18 and is believed to be accurate, but is not guaranteed. The UK.StockBrokers.com staff is constantly working with its online broker representatives to obtain the latest pricing data. If you believe any data listed above is inaccurate, please contact us using the link at the bottom of this page.
