Accessing your account common enquiries

Using the online service
Using the telephone service
Register my account for the online service
Add Share Dealing to 'My accounts'
Remove Share Dealing from 'My accounts'
Account Restriction
Closing your account

Using the online service

If you opened an account online, you will be automatically registered for the online service. If you opened an account by telephone but would like to use the online service, please see the section - 'Register my account for the online service'.  To use the online service, sign in at www.halifax.co.uk/online using your security details. Your Share Dealing Personal Reference Number (PRN) should appear as a hyperlink under the 'Share Dealing/ ShareBuilder' section of the 'My accounts' screen. If your Share Dealing PRN does not appear on the 'My accounts' screen please try the steps in the 'Add Share Dealing to 'My accounts'' section.

To access the Share Dealing area, simply click on the Share Dealing PRN hyperlink and you will be taken to the Share Dealing 'Welcome' page. Alternatively, from the 'My accounts' screen, you can directly access a screen within Share Dealing by selecting an option from the 'Take me to >>' drop down list and clicking on the 'Go' button.

If you would like to set the Share Dealing 'Welcome' screen as your homepage when you sign in to the online service instead of the 'My accounts' screen, click on the checkbox 'I would like this to be my first page after logging on' on the share dealing 'Welcome' screen. 

If you have more than one type of share dealing account, you will be directed to set a default account when you use the Share Dealing online service for the first time. This account will automatically be selected for you on each future visit, giving you quicker access to your preferred account. You can change your default account at any time by selecting 'Account Settings' on the left side bar menu followed by 'Default Account'.

Using the telephone service

Our UK based call centre is open 8am - 9.15pm Monday to Friday and 9am-1pm Saturday (excluding English Bank Holidays). To use the telephone service you will need your Share Dealing PRN and Personal Identification Number (PIN).

Register my account for the online service

If you already have an account with us and would like to register for the online service you can do this by visiting www.halifax.co.uk/online and selecting the 'Register my existing account' hyperlink in the 'New user' section.

Select 'Share Dealing/ ShareBuilder' from the list of options and click on the 'Go' button. Enter your 10-digit Share Dealing PRN and click the 'Next' button. Follow the instructions on screen and at the end of the process you will be given an online username, which you will be able to change at a later date. We will then send you a temporary password by 1st class post with full instructions on how to complete the final stage of registration. When your account is fully activated for the online service you will receive a 'Welcome' email.

Add Share Dealing to 'My accounts'

If you sign in to www.halifax.co.uk/online using your security details, your Share Dealing Personal Reference Number (PRN) should appear as a hyperlink under the 'Share Dealing/ ShareBuilder' section of the 'My accounts' screen. If your Share Dealing PRN is not displayed, select 'My preferences' from the left side bar menu followed by 'Add account'.

On the 'Add account' screen select 'Share Dealing/ ShareBuilder' from the list of options and click on the 'Go' button. Enter your 10-digit Share Dealing PRN and click the 'Add account' button. If your Share Dealing PRN has been successfully added to the online service, your Share Dealing PRN should now appear as a hyperlink under the 'Share Dealing/ ShareBuilder' section on the 'My accounts' screen.

Remove Share Dealing from 'My accounts'

If you sign in to www.halifax.co.uk/online using your security details, your Share Dealing Personal Reference Number (PRN) should appear as a hyperlink under the 'Share Dealing/ ShareBuilder' section of the 'My accounts' screen. To remove your Share Dealing PRN from display, select 'My preferences' from the left side bar menu followed by 'Remove account'.

From the list of your accounts, locate your Share Dealing PRN and select the 'Don't display' radio button then click the 'Remove account' button. If your Share Dealing PRN has been successfully removed from the Online Service, the 'Share Dealing/ ShareBuilder' section on the 'My accounts' screen should no longer appear.

If you choose to remove your Share Dealing PRN from the 'My accounts' screen you will not to able to access the Share Dealing area and view all your share dealing accounts online - this does not close any of your share dealing accounts. If you wish to close any of your share dealing accounts please see the 'Closing your account' section for more information. All your document settings, including online contact notes, statements, valuations and corporate action notifications, will not automatically revert to postal – you will need to contact us on 08457 22 55 25 to get these updated.

Account Restriction

If your account at Halifax Share Dealing becomes restricted, this will mean that you will be unable to trade on your account until we have received the required documentation. Below is a list of the most frequent reasons why an account maybe restricted

• If you fail to make a payment on a purchase and your account ends up in a negative balance
• If your account hasn't satisfied anti-money laundering measures
• If we suspect fraudulent activity
• If post sent to your residential address is returned undelivered to Halifax Share Dealing
• If your residential address is changed to a non-UK address

In order to query or rectify any restriction on an account, please call us on 08457 22 55 25.
 

Closing your account

To close any of your share dealing accounts you must contact us on 08457 22 55 25 or write to us at the following address, ensuring you quote your account code on all correspondence:

Halifax Share Dealing Limited
Lovell Park Rd
Leeds
LS1 1NS

Please note that certain accounts will incur a closure fee – see the 'Administration charges' section of our website for more information.