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I already invest with the Halifax

If you’re an existing customer and need a little guidance on managing your account then we can help.

We’re making it easier to view and access your Share Dealing account.

Find out more on how to do this in Online Banking

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Managing your account

We explain how you can manage your share dealing account in our 3 minute video. It’s a quick guide to checking your valuation, transferring money or trading.

Watch the video

Do you need to update your personal details?

Changing address:

Share dealing:

If you’d like to change your address you can do this by completing the change of address form within help and guidance once signed in.

Please note, your address will be updated within 10 working days and we will email you to confirm the change. If your email address has been updated in the last 12 months we will send a letter to both addresses.
 

Ready-made investments:

You can change your address online, simply go to the ‘Your Profile’ page and click ‘change my details’ on the left-hand side.

Updating payment details:

Share dealing:

To update your payment details, you just need to sign-in to your share dealing account. Once signed in, simply click on ‘Account Management’ in the right-hand menu, and then ‘Change Debit Card’ or ‘Change Bank Account’. If you need to update your billing address you can do so using the 'Change Debit Card' option.

Please note, at the moment it’s not possible to update debit card details through the app. We’re working to get this fixed as soon as possible and apologise for any inconvenience. You can update your debit card by signing in on the Online Banking or Share Dealing desktop sites.

 

Ready-made investments:

To update your payment details, you just need to sign-in to Online Banking and go to your investment account. Once you can see your investment account, simply click on the ‘Change Debit Card’ or ‘Change Bank Account’ in the right-hand menu.
If you need to update your billing address you can do so using the 'Change Debit Card' option.

 

Get to know your Share Dealing account

  • Funding your account is simple:

    1. Sign in to your account and select ‘fund & withdraw’ from ‘account management’ from the right hand navigation
    2. Select ‘Transfer money in’ from your chosen account.
    3. Add the amount you wish to deposit and select ‘continue’.

    Please note, if you wish to change the payment account select ‘change payment details’.

  • To withdraw money simply do the following:

    1. Sign in to your account and select ‘fund & withdraw’ from ‘account management’ in the right hand navigation
    2. Select ‘withdraw money out to’ from your chosen account.
    3. Add the amount you wish to withdraw and select ‘continue’.

    You can only withdraw money to your bank which shows as 'available to withdraw'. Please note, if you want to withdraw money from a recent sale your trade will need to be settled. You can find the settlement date on your dealing reference number.

  • You can buy or sell investments in a few simple steps:

    1. Sign in to your account and select ‘dealing’ from the right hand navigation
    2. Select the type of investment and ‘buy’ or ‘sell‘ and enter the ‘stock company name’ or ‘company code’
    3. Choose the ‘number’ or ‘value’ of stock and select ‘continue’. 

  • Regular investing allows you to top up your investments monthly:

    1. Sign in to your account and select ‘regular Investments’ from ‘dealing’ in the right hand navigation
    2. Select ‘Investment plan’ and ‘add Investment’ then add the ‘Investment name’ or ‘company code’
    3. Choose the ‘amount’ to invest and review the charges. If happy select ‘continue’.

Transfer timescales

Simple transfers usually take 5 weeks to complete but complex transfers may take longer.

During the transfer process there could be a period of time when your investments or cash may not be accessed, therefore you may not be able to act on market movements. 

Transfer to us

Looking to transfer stock or cash from another ISA, pension or share dealing account?

  1. Sign-in below and select transfers from the right-hand menu to complete our online transfer form.
  2. Print it, sign it and post it to the address shown on the form, and that’s it!
Sign in

Charges

Our charges are simple with no hidden fees. You'll pay the same amount no matter how much you invest.

  • For full details, please read our Charges.

Can't find what you’re looking for?

If you can’t find what you’re looking then you can still speak to us to find out more.

Halifax Share Dealing Limited. Registered in England and Wales no. 3195646. Registered Office: Trinity Road, Halifax, West Yorkshire, HX1 2RG. Authorised and regulated by the Financial Conduct Authority under registration number 183332. A Member of the London Stock Exchange and an HM Revenue & Customs Approved ISA Manager.