Go paper-free
Amend paper-free preferences for your statements and communications.
General bank account enquiries
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1.
Report a lost or stolen card
If you can't find your card, there's no need to worry, you can report it in our app or Online Banking.
How to report a lost or stolen card
You can view your card details in our app whilst you wait for your new card to arrive.
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2.
Set up a standing order
Check out how to set up a standing order in our app and Online Banking.
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Make a payment
Learn about different payment types. We also have details on limits and timings.
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Statements
It is simple to manage your statement in our app and Online Banking. You can also change your paper free preferences there.
Spot a transaction you don’t recognise? Visit our guide to find out what to do next.
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Banking online
Bank safely and securely whenever you want in our app and Online Banking.
New to banking online? Check out how to register today.
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6.
Change your details
Visit our guides to learn how to change your personal details including your name, address, and phone number.
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Joint Accounts
- Two people using one account - A simple way to share spends and see them on one monthly statement
- Both account holders get a Visa debit card
- Both account holders can also separately set up and manage Online Banking
Open a joint account or add another person to an existing account
- Visit us in branch and our staff will be happy to help. In busier periods when staff may not be immediately available, we’ll be happy to book an appointment for a later date. Alternatively, make an appointment at your local branch.
- Don’t forget to take identification and if the second person is not an existing Halifax customer they will need to provide identification - view acceptable forms of identification.
Looking to switch your joint account to us?
Ensure you add the other account holder to your new account before completing your switch
Please be aware of the following:
- Both account holders must be aged 18 or over
- Student Current Account and Expresscash accounts cannot be made into joint accounts
- Both people named on the account are individually and jointly responsible for any debts on the joint account
- Credit reference agencies often create a financial link or association between people who have a joint account. Meaning that the financial situation of the other person on the account could affect your credit rating
- Both people named can use the account benefits and features without needing the approval of the other
Remove someone from a joint account
A request to remove someone from your bank account can be made in branch and will only be accepted where the account is in credit.
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8.
Cash withdrawal limits
You can withdraw up to £800 a day from a cash machine.
The daily maximum cash withdrawal over the branch counter is £2,500, unless you have pre-ordered a higher amount. If you wish to withdraw more than £2,500 in cash, you will need to give your branch advance notice. When making large withdrawals, you will need to prove your identity.
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Replacement cards and cheque books
Learn how to order a replacement card in our app on Online Banking.
Need a replacement cheque book? You’ll need to contact us.
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11.
Close your account
You can message us online if you want to close your account. If you don’t bank online, visit your nearest branch or write to us
Halifax,
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Account Closure Team,
PO Box 548,
Leeds,
LS1 1WU. -
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How to complain
We aim to please, but we know that sometimes things go wrong. If we cannot settle your complaint you can refer it to the Financial Ombudsman Service.
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About midata
When you bank, shop or pay a bill, this information can form a picture of your spending and shopping habits. midata gives greater access to your personal data and the ability to use it, as it can be helpful when choosing suitable products and services.
A midata file shows your previous 12 months spending and banking history, without any information like your name, address or date of birth.
To download a midata file, from your account homepage select ‘More actions' on the account you want to manage, choose ‘Account services’ and select the ‘midata export’ button.
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14.
Switching to an account outside the UK?
Switching to an account outside the UK?
You can’t use the UK Current Account Switch Service to move your regular credits and debits to a bank account in another EU country, but we can provide you with information that will help you to move them yourself.Obtaining information on your regular payments
You can obtain information on all regular payments into your account (e.g. salary, dividends etc) and regular payments out of your account (Direct Debits, Standing Orders etc) either in branch or over the telephone. Alternatively, you can follow these simple steps online:Payments out of your account
- Log in to Online Banking and select the appropriate account
- Select ‘More Actions’
- Select Direct Debits and Standing Orders
All your regular payments including the person you are paying (recipient), amount, frequency and date last paid is displayed.
Payments into your account
For any payments into your account or other information you may need you can click on ‘Search your Statement’ and search for any specific transactions or transaction types (NB: searches can go back several years but are limited to blocks of 90 day periods).Once you’ve retrieved all the information you need you can then print the page(s). To redirect payments made to your account with us to your new account, you will need to contact the person or company that makes the payment and give them your new account details. To make payments from your new account, you will need to set up a new payment instruction with your new bank.
Transferring your balance to a new account
Check out our guides to international payments to understand how to send money abroad online. You can also do this in your local branch or over the phone.Closing your account:
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Once you’ve redirected any regular payments and transferred your balance you can close your account. This can be done in our app, in branch or over the phone.
We may monitor and record calls.
