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Help & guidance

We’re here to help

Whether you’re new to Halifax or an existing customer looking for an answer to a question, we’re here to help. To support you we’ve answered the most commonly asked questions, and if you don’t find the answer to your question you can speak to us.

Understanding Capital Gains and Tax on Dividends

Your allowances are changing. Help and support about the changes can be found in our FAQs

More about Tax Changes

Do you want to trade US shares?

If you’re looking to trade international shares you’ll need to complete a couple of forms, we explain what you need to do to get started on our international trading page.

How to trade US shares

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

Find out more on how to do this in Online Banking

What type of customer are you?

To help find you the most relevant and supportive answers, we’ve separated out the most frequently asked questions into two sections – simply click on the link which is most relevant to you.

I already invest with the Halifax

Helpful if you’re looking for answers on managing your account, bereavement support, questions about trading or corporate events.

Find help & support

Just signed up?

Helpful if you’re looking for support with your application, transferring to us or finding out more about our charges.

Getting started

Speak to us

If you can’t find what you’re looking for and would like to speak to us, you can use our easy to use Web Chat service to speak to us online, alternatively you can contact us by phone.

Contact us

Bereavement support

We’re here to provide practical help on investments when you’ve lost someone close to you.

Get bereavement support

Important Information

You can find important information about our accounts, services, including our policies, our Terms & Conditions and more information on Halifax Share Dealing.

Important information

Individual Client Segregation (ICS)

As part of regulatory obligations we are required to offer an Individual Client Segregation (ICS) service. This means you can choose to hold eligible assets in a segregated individual account, at the Central Securities Depository (CSD), as opposed to grouped together with all other customer accounts, which is our default option. There is an additional initial charge of £1,000 and an annual charge of £6,500 per year on top of the usual account charges.

Learn more about the service

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.