Manage your investment
Stay in control of your investments by monitoring performance, topping up or switching funds.
Manage your ISA Investor online
If you’re registered for Online Banking you can manage your ISA Investor online. Enjoy the following benefits by managing your account online:
- Top up, switch funds or amend contributions
- Make a lump sum payment
- Check your plan values
- Set up a new direct debit
Not yet registered for Online Banking? Register now to start managing your ISA Investor online.
Making a withdrawal
Read our information if you are considering making a withdrawal to see what impact it may have.
Top up your Personal Investment Plan
If you would like to top up your existing Personal Investment Plan, you can book an appointment with a financial advisor.
Manage your account over the phone:
If you opened an account before 24th June 2010, call us on 08709 01 01 37 (Monday-Friday 8am-6pm, Saturday 9am-1pm).
Manage your Stakeholder Pension
You can manage your Stakeholder Pension over the phone. You can:
- Switch funds
- Amend payments
- Check plan values
Call us on 08709 01 01 37 (Monday-Friday 8am-8pm, Saturday 9am-1pm).
Scottish Widows ISA and OEIC
To manage your Scottish Widows ISA or OEIC, book an appointment with a financial adviser. Your financial adviser will discuss the performance and management of your investment.
ISA Transfers
You can transfer your existing stocks and shares ISA to Halifax.




