Transferring between accounts
If you would like to transfer investments between two Halifax Share Dealing Accounts or to another Halifax Share Dealing customer, you can do this quickly and easily by completing an internal transfer form. Please note that you cannot directly transfer investments into or out of a Self-Select Stocks & Shares ISA or SIPP.
Simply download, print out and complete one of the forms below then sign it and return it to the address provided on the form. We will electronically transfer your investments to the account code you provide on the form. This process can take 2-3 working days from the day we receive your signed instruction.
Next Steps
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> Transfer investments between Halifax Share Dealing Accounts
(Transfer Form E)
