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Make investing rewarding - enjoy £50 cashback

 

Thinking about investing?

Open a Share Dealing Account or Stocks and Shares ISA before 30 September 2025. We'll then refund up to £50 in trading fees on any eligible purchases placed before 31 December 2025.

How to get this offer:

  • Open the Share Dealing Account or Stocks and Shares ISA before 30 September 2025.
  • Place the buy trades before 31 December 2025.
  • Keep your account open until at least 01 June 2026.

We'll then refund cashback on 08 June 2026.

As with all investments, your capital is at risk.

Other charges for the service apply. Offer terms apply.

Why choose Halifax?

Take control of your financial future, we’re here to help you unlock your investment potential and invest with confidence.

men women and mobile

Why choose Halifax?

Take control of your financial future, we’re here to help you unlock your investment potential and invest with confidence.

Straightforward charges

Our online trading fee is £9.50 per trade (UK trades only).

Our admin charge is a flat-rate of £36 a year (this one fee covers our Stocks and Shares ISA and Share Dealing Account).

Wide range of investments

Access our full range of shares, ETF’s and funds.

Use our ETF Quicklist and Select list of Funds to make choosing investments simple and easy.

Easy access - all in one app

It’s simple and safe to manage all your investment accounts in the app.

Transfer other investments to us

Transfer any investments you already hold with other providers to us using our simple switching service.

Keep in mind the value of investments and the income from them can fall as well as rise, and you may get back less than you invest. If you’re not sure about investing, seek financial advice. There will normally be a charge for that advice. You may be eligible for financial advice through our partnership with Schroders Personal Wealth. Tax treatment depends on individual circumstances and may be subject to change in the future.

Offer terms and conditions

You can take advantage of this offer by opening either a Halifax Stocks and Shares ISA, Share Dealing Account, an 18-25 Stocks and Shares ISA or an 18-25 Share Dealing Account between 01 July 2025 and 30 September 2025.

How to get this offer

This offer applies to new customers only and:

  • isn't available if you closed your Halifax Share Dealing Account within the last 90 days of applying for a new account
  • doesn't apply to Ready-Made Investment Accounts, Ready-Made Investment ISAs, Ready-Made Pensions or SIPPs
  • your account must remain open until at least 01 June 2026 to receive the refund of commission
  • your account must contain a balance of either stock or cash on 01 June 2026 to be eligible for the refund of commission
  • customers must be 18 or over and resident in the UK. 

Keep in mind - accounts where a request has been made to transfer the contents to another provider before the refund will not be eligible for the refund of commission.

Qualifying trades

We'll refund any dealing commission on investment purchases up to £50, including:

  • TradePlan purchases
  • real-time purchases
  • purchases made during the commission countdown. 

We won't refund commission from sales.

The dealing commission is the fee for executing your trade. For online trades, it's £9.50. For telephone trades, the fee is £25. Trades placed during the commission countdown are £3.50.

Dealing commission is payable on UK shares, funds, Exchange Traded Funds (ETFs), investment trusts, bonds and gilts.

Trades from a regular investment plan and international trades are not subject to commission and not part of the offer.

This offer does not apply to foreign exchange charge of 1.25% applied on international trades.

This offer does not apply to stamp duty or PTM levy’s.

You must place qualifying trades before 01 January 2026, any orders must be submitted by 23:59 on 31 December 2025.

For this offer, Halifax Share Dealing considers a trade to be placed when it receives the order.

You can place qualifying buys in any of the following accounts:

  • Halifax Stocks and Shares ISA.
  • Share Dealing Account.
  • 18-25 Stocks and Shares ISA.
  • 18-25 Share Dealing Account.

Commission paid on dividend reinvestments is not eligible for refund. 

The £50 maximum refund is per customer and not per account.

If you meet the terms of the offer, your refund will be due and payable on 08 June 2026. The refund will be paid into your Halifax Share Dealing Account.

Further information

Sometimes, we might need more proof of your identity to support your account opening application. if we do, we'll ask you to give us further documents. You need to allow enough time to complete the application process.

Our Share Dealing Accounts have their own terms and conditions. The same applies to our Stocks and Shares ISAs for the services we offer.

We may change or withdraw this offer at any time.

We can exclude anyone we reasonably consider to be abusing this offer at our discretion.

The promoter of the offer is Halifax Share Dealing Limited, contactable at 12 Wellington Place, Leeds, LS1 4AP.

Accounts included in the offer

Stocks and Shares ISA

Invest up to £20,000 in this tax year without having to pay UK income tax on the income earned and capital gains tax on the profits made.

Share Dealing Account

Ideal if you’d like a simple account to start trading with or have already used your ISA allowance.

Aged 18 to 25?

You can get started with a Stocks and Shares ISA or Share Dealing Account and pay no admin fee until you’re 26.

Ready to apply for an account?

Open a Stocks and Shares ISA

To get started, you’ll need your address, debit card details and National Insurance Number to hand. This can be set up in minutes.

Terms and Conditions [PDF, 1MB]

Stocks and Shares ISA

Open a Share Dealing Account

You’ll just need your address, debit card details and National Insurance Number to hand.

Terms and Conditions [PDF, 1MB]

Share Dealing Account

Open an 18-25 Stocks and Shares ISA

All you’ll need to open an account is your main residential address, debit card details and National Insurance Number.

Terms and Conditions [PDF, 1MB]

18-25 Stocks and Shares ISA

Open an 18-25 Share Dealing Account

To get started on your investing journey, you’ll need your main residential address, debit card details and National Insurance Number.

Terms and Conditions [PDF, 1MB]

18-25 Share Dealing Account

Protecting your money

FSCS logo



The Financial Services Compensation Scheme (FSCS) protects up to £85,000 of the eligible money you hold with us.

More about the FSCS



Protecting your money

FSCS logo

The Financial Services Compensation Scheme (FSCS) protects up to £85,000 of the eligible money you hold with us.

More about the FSCS

Important legal information

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.