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.



Before contacting us

Like all businesses we have to work differently amid concerns regarding COVID-19 and prioritise the safety of our staff and customers. As a result we are working with reduced resource which is impacting the following services:

  • Call centre: our call centre will only be open to provide services to vulnerable customers (including calls related to bereavement), password resets (where you can't do this online), corporate event elections and trading. if you have online access then you will be able to elect for all corporate events and trade as usual.
  • Call centre opening times: our opening hours are Monday to Friday, 8am to 5pm. If you have a question about international trading, we have very limited capacity for Web Chat and calls between 5pm and 9pm.
  • Tax year end opening times: we will be open until 5pm on Friday 3rd April. We will not be open on Saturday 4th or Sunday 5th April.
  • Corporate events: we will only communicate events which require a decision and action from you.
  • US trades: processing of W8-BEN forms will be slower than usual.
  • Transfers: we have temporarily paused all inward transfers of stock and cash, and transfers between accounts.
  • TradePlans: you can no longer set up new TradePlans. All existing TradePlans will stay active until they trigger or expire.

Thank you for your understanding and continued support.


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.


Just signed up?

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



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



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


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, 12 Endeavour Square, London, E20 1JN under registration number 183332. A Member of the London Stock Exchange and an HM Revenue & Customs Approved ISA Manager.