Import guide · SnapTrade

AJ Bell: SnapTrade

Connect AJ Bell through SnapTrade from Leaf Edge. AJ Bell has no sign-in page for apps, so you give SnapTrade your AJ Bell login details and it uses them to read the account.

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Access
Read-only
How current
A day behind: SnapTrade updates transactions once a day.
Plan
Pro and Ultimate
Steps checked
23 October 2026, against the official help pages

Before you start

Leaf Edge hasn't tested an AJ Bell connection yet. If something here doesn't match what you see, write to us.

In Leaf Edge

  1. Open the SnapTrade connection

    Sign in to Leaf Edge and open Sync. Choose SnapTrade connection, then press Connect Broker. Leaf Edge takes you to SnapTrade's connection page, where you pick AJ Bell.

In SnapTrade

  1. Choose AJ Bell

    In SnapTrade's list of brokerages, find AJ Bell and select it. The first time you connect, SnapTrade asks you to accept its terms; read them and continue.

  2. Enter your AJ Bell login details

    Type your AJ Bell login details into SnapTrade's form and press Connect. SnapTrade says AJ Bell has no public API for apps, so it uses these details to read your account, and doesn't share them with anyone else. Leaf Edge never sees them: the form is on SnapTrade's site.

    We couldn't confirm this step's labels on AJ Bell's own help pages. If your screen differs, tell us and we'll correct this guide.

Back in Leaf Edge

  1. Back in Leaf Edge

    When the connection is made, SnapTrade sends you back to Leaf Edge, which shows Broker connected. Under Connected Brokers the account shows Connecting until AJ Bell releases its data, then Connected.

    From then on Leaf Edge checks for new activity by itself: there is nothing to press.

Expect to reconnect from time to time

SnapTrade expects an AJ Bell connection to last weeks rather than years. When Leaf Edge shows Reconnect needed, connect again with your current AJ Bell login details.

What comes in

  • Your trades, read-only: Leaf Edge asks SnapTrade for data access only, so it can't place, change or cancel an order, and can't move money.
  • SnapTrade updates transactions once a day, a day behind, so today's trades arrive tomorrow. Leaf Edge doesn't bring futures in through SnapTrade.
  • Stocks and ETFs, from up to the last three years.
  • A connected account doesn't prove every trade reached your journal: compare a few with AJ Bell's own statement.

Accounts and plans

SnapTrade connections are on Pro and Ultimate. Pro connects up to 5 broker accounts and Ultimate has no limit. If a connection would take you over your plan's limit, Leaf Edge says Broker account limit reached and adds no account. On Free, add trades by hand instead.

If the connection drops, or you want to stop

  • If AJ Bell ends the authorisation, Sync shows Broker Connection Needs Reconnecting and the account Reconnect needed. Press Reconnect and connect AJ Bell again with the same login; Leaf Edge matches the account by its number, and your trades stay where they are.
  • Disconnect, in the account's menu under Connected Accounts, removes the connection and deletes the trades it imported from your journal.

One way in for each account

Use one way in for each account. A file import and a SnapTrade connection for the same account can count the same trade twice. A direct API sync of an account that SnapTrade already imports is refused, and nothing is imported.

Where these steps come from

These steps come from the official help pages, read on 23 October 2026. We haven't followed them on a real AJ Bell account yet. Menus move from time to time; if yours doesn't match, these pages have the current path:

Sources read on 23 October 2026.

Next

Then review your first trade

Once your trades are in, each one has its own page: link it to a playbook or mark it as an honest skip, grade it, and note what you planned, what you did and what you learned. How a trade review works.

Create a free account