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.

What are you looking to do?

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 provide additional documentation to us?

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.

Are you ready to send us your documents?

Once you’re ready to send your additional documents to us, please send these to the below address, we also recommend sending any personal documentation by recorded delivery.

Customer registration and support
Halifax Share Dealing
Lovell Park Road

Any original documents sent to us will also be returned by recorded delivery.

Find your Investment Account or Investment ISA In Online Banking

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: Login 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, 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.