Go paper-free
Amend paper-free preferences for your statements and communications.
Share Dealing in online banking
View and access your Share Dealing account with other accounts you hold.
The Halifax brand is changing to Lloyds
You can still apply with Halifax in the meantime. Your account and how you invest will stay exactly the same.
Learn about the brand change.
Why use online banking or the app?
- Feel safe - You're protected by our Online Guarantee.
- Easy to use - Access all your accounts with on hand support.
- Save time – Use your account anytime and anywhere with the app.
How to get online and use the app?
If you haven’t already opened a Share Dealing account, you’ll need to do this first. See our full range of accounts to get started.
Once your Share Dealing account is opened it will appear in online banking or the app alongside your other accounts.
If you don’t currently use online or mobile banking, you can use the Lloyds app to see your Halifax accounts. Once you’ve downloaded it, you can set it up using your Halifax account details.
Commonly asked questions and answers
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- The total value of all your investments within the account
- The total cash balance (which is available to invest)
Please note, The total value is not real-time and is updated once a day (at the end of the business day), to get a more accurate value simply click on your account.
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If you're an existing Online Banking customer, you can reset your password online.
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You can set the mobile app to automatic updates to ensure you are using the latest version. To do this open settings and select app store and select automatic app updates.
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Although you can see the new Share Dealing account in Online Banking, you will not be able to access this due to restrictions on the account. If you wish to trade or check any account details you should call customer services on 03457 22 55 25.
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This can occur if your full name including titles and any middle names in Online Banking doesn’t match your full name in Stockbroking. If this is the case you will need to go to the branch to amend your name. Once this is done you can go to Online Banking help for your records to be merged.
If you need help with Online Banking, check out our guides.
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.