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Contact us
The quickest and easiest way to manage your share dealing account is online. Here’s a list of our most commonly asked questions. If your question is account specific you’ll need to sign in first.
Chat with us
Available Monday – Friday 8am to 9pm (Closed weekends and English Bank Holidays).
Please note, we are unable to update debit card details or place/amend deals or TradePlans over Web Chat.
Phone
If you would prefer to call us, please choose from the following options. All of our lines are closed at weekends and during English Bank Holidays. Please be aware that calls to any of the numbers are monitored and recorded for training and regulatory purposes.
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Balance of £250 or less
If you’d like to close your account, you can do this using our online closure form. Before you complete our form please make sure:
- Your share dealing accounts are either, empty, only contain cash or have less than £250 in stock.
- You are happy to close all share dealing accounts under your Personal Reference Number (PRN) – this excludes any JISA and SIPP accounts.
If you’d like to close your account and gift your remaining cash and stock to charity, then you can using this online form. You can use the form to donate stock and/or cash up to a value of £250.
Balance of over £250
If your account has more than £250 worth of investments or cash, you can sign in to sell and withdraw the money. You can then use our secure closure form by clicking on Account Management and then Close Account.
- Your share dealing accounts are either, empty, only contain cash or have less than £250 in stock.
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For general enquiries:
Customer Services Department
Halifax Share Dealing Limited
Lovell Park Road
Leeds
LS1 1NSSIPP administration enquiries:
Halifax SIPP Administration Team
AJ Bell Management Limited
4 Exchange Quay
Salford Quays
Manchester
M5 3EEPlease include your name, address and account details in all letters so we can locate your account.
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The Financial Ombudsman offers an independent review service. If you have a complaint about our service which we’re not able to resolve for you ourselves, you can ask the Ombudsman to look at your case for free.
Please bear in mind that the Financial Ombudsman Service will only help if you’ve already referred a complaint to us. We will endeavour to put things right, however if you are not happy with the way in which we handled your complaint or the result, you may be able to complain to the Ombudsman. If you do not take up your problem with us first you will not be entitled to complain to the Ombudsman.
Details of how to contact the Ombudsman are below:
The Financial Ombudsman Service
Exchange Tower
London
E14 9SR
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.
Eligible investments with us are protected by the Financial Services Compensation Scheme (FSCS). For further information about the compensation provided by the FSCS, refer to the FSCS website at www.fscs.org.uk/. You can also visit our Financial Services Compensation Scheme page for more details.
