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If you’re new to the Halifax and need a little guidance on completing an application, managing your account, where to find our charges, or understand how to transfer existing investments to us, then we can help you get started.
We always attempt to complete ID checks electronically, however sometimes this isn’t possible and you’ll need to provide valid original or certified documents to open your account.
When this happens you‘ll need to send us one document from the proof of identity list and one document from the proof of address list. All documents must be valid original or certified documents.
All documents must be current as we cannot accept expired documentation.
You can certify your documents in any Halifax, Lloyds Bank or Bank of Scotland branch, or by a lawyer or accountant who is a member of a recognised professional body.
If you’d like a lawyer or accountant to certify your documents:
Or (please note we cannot accept any of the below if you are using it for proof of identity):
Please email photographs of the documents to StockbrokingIDandV@lloydsbanking.com
In the subject of the email please include your Personal Reference Number.
To confirm your identity and address, you will need to include 3 photographs:
Please ensure the photographs are taken clearly so we can verify the documents being sent into us. When taking a photo of yourself ensure it is a clear visible image of your whole face with no obstructions (i.e. no sunglasses or hat).
When sending documents through to us we must make you aware of the following:
You will receive an automated email response confirming receipt.
Alternatively you can send the documents to us by post to the address below:
Freepost RRXJ - EACH - JBTC
Halifax Share Dealing Limited
Lovell Park Road
Or you can take the original documents into your local branch for copying. Certifiers should state, 'I have seen the original document and I certify this to be a true copy of the original'. They should sign, print their name and date the copy. They should state their professional capacity and apply their branch or practice stamp as appropriate. Documents must be certified on each page.
If you’ve got an Investment Account or an Investment ISA, and if you’re struggling to find it within Online Banking, then please follow the below steps.
Step 1: Sign in to Online Banking.
Step 2: Scroll past any Halifax accounts that you may have until you see ‘Your investments and pensions’.
Step 3: Click on the + icon to see your account, you can now click on your account to view your investments.
Can’t find what you’re looking for? Contact us.
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.