If you’re an existing customer and need a little guidance on managing your account then we can help.

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.

Watch the video

Do you need to update your personal details?

Changing address:

Share dealing:

If you’d like to change your address then you will either need to call us, or write to us.

Ready-made investments:

You can change your address online, simply go to the ‘Your Profile’ page and click ‘change my details’ on the left-hand side.

Updating bank details:

To update your bank details you just need to sign-in to your online account and click on the ‘Change Payment Details’ link in the right-hand menu. If you’re a share dealing customer this link will be found under ‘Account Management’.

Transfer to us

Looking to transfer stock or cash from another ISA, pension or share dealing account?

    1. Sign-in below and select transfers from the right-hand menu to complete our online transfer form.
    2. Print it, sign it and post it to the address shown on the form, and that’s it!

Sign in


Our charges are simple and competitive with no hidden fees. You'll pay the same amount no matter how much you invest.

Can't find what you’re looking for?

If you can’t find what you’re looking then you can still speak to us to find out more.

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.