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 (we cannot accept any of the below if you’re also using it for proof of identity):
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.
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.