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Transferring between accounts
If you would like to transfer investments between your Share Dealing Account and your Halifax ShareBuilder, 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
> Transfer investments between Halifax Share Dealing Accounts
(Transfer Form E)
> Transfer investments between Halifax ShareBuilder accounts
(Transfer Form J)
> Transfer investments from a Halifax Share Dealing Account to a Halifax ShareBuilder (Transfer Form L)
> Transfer investments from a Halifax ShareBuilder to a Halifax Share Dealing Account (Transfer Form K)
Please remember the value of your investments and the income from them can go down as well as up. You may not get back the full amount you have invested. If you're in any doubt about the suitability of any of our products, or whether to buy or sell shares, you should consult an appropriate Financial Adviser.
