I already invest with the Halifax
If you’re an existing customer and need a little guidance on managing your account then we can help.
Pick a topic
- Managing your ISA
- Trading support (international investments, tax forms and trading tools)
- Historic or branch investment accounts
- Dividend diary (updated monthly)
- Transferring to us from another broker
- Understanding corporate actions (or corporate events)
- Popular statement(s) questions
- What to do when you have a bereavement
- Managing your Self-Invested Personal Pension (SIPP)
Managing your account
We explain how you can manage your share dealing account in our 3 minute video. It’s a quick guide to checking your valuation, transferring money or trading.
Do you need to update your personal details?
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.