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Don’t miss our transfer offer

Transfer your investments, ISAs and share certificates to us and get up to £1,000 cashback on your first 5 transfers of £5,000 or more (excluding SIPPs). Offer ends 31st January 2024. Account fees and offer terms apply. Capital at Risk.

Your account options

If you have investment accounts or Stocks & Shares/Cash ISAs elsewhere, or even UK Share Certificates, now could be a good time to transfer. With Halifax, you could get up to £1,000 cashback for up to 5 transfers to our Stocks and Shares ISA or Share Dealing Account. Simply transfer before 31st January 2024.

View offer terms

Please remember that the value of an investment and the income from it can go down as well as up and you may get back less than you invested. We don't provide advice so if you are in any doubt about making your own investment decisions we recommend you seek advice from a suitably qualified financial adviser. There will normally be a charge for that advice. Tax treatment depends on individual circumstances and may change in the future.

Get cashback when you transfer to us

Get cashback when you transfer to us

You'll get up to £1,000 cashback on your first 5 transfers, depending on how much you transfer. You can benefit from seeing everything in one place and take advantage of our flat rate charging, no matter the portfolio size.

Transfer Value

Cashback

Transfer Value

£5,000 - £9,999

Cashback

£50

Transfer Value

£10,000 - £24,999

Cashback

£100

Transfer Value

£25,000 - £49,999

Cashback

£250

Transfer Value

£50,000 - £99,999

Cashback

£350

Transfer Value

£100,000 - £249.999

Cashback

£500

Transfer Value

£250,000 - £499,999

Cashback

£750

Transfer Value

£500,000+

Cashback

£1,000

Transfer your investments in 3 easy steps

  1. Sign in to your account or open an account if you haven’t already got one

  2. Select ‘Transfers’ once you’ve signed in and select the type of transfer form you’d like to start

  3. Complete the relevant form to initiate a transfer or send us your Share Certificates by midnight on 31st January 2024

 

Sign in to your account

 

Open an account

Your account options

ISA icon

Stocks and Shares ISA

Ideal if you’re wanting to pick your own stocks and shares, funds and more.

Your X balance transfer

Time to pay

X

Fee + Interest

X

Your X balance transfer

Balance transferred

X

One-off balance transfer fee

X

Total interest (X months interest free)

X

Total repayment

X

How is this calculated?Expandable section

Your X spend

Time to pay

X

Fee + Interest

X

Your X spend

Spent

X

Annual fee

X

Total interest (X months interest free)

X

Total repayment

X

How is this calculated?Expandable section
Trade online

£9.50 per trade

Flat-rate admin charge £36 a year this one fee covers our Share Dealing Account and ISA

No dealing commission is charged for international online trades. FX rates still apply

  • Invest up to £20,000 in this tax year and pay no Capital Gains or UK Income Tax
  • Invest regularly with our commission-free scheduled investment service
  • Access our full range of shares, ETFs and funds, plus our Select List of independently chosen fund picks
  • Voted Low-Cost ISA by Boring Money for portfolios over £50,000


    View more details
Trading icon

Share Dealing Account

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

Your X balance transfer

Time to pay

X

Fee + Interest

X

Your X balance transfer

Balance transferred

X

One-off balance transfer fee

X

Total interest (X months interest free)

X

Total repayment

X

How is this calculated?Expandable section

Your X spend

Time to pay

X

Fee + Interest

X

Your X spend

Spent

X

Annual fee

X

Total interest (X months interest free)

X

Total repayment

X

How is this calculated?Expandable section
Trade online

£9.50 per trade

No dealing commission is charged for international online trades. FX rates still apply

Flat-rate admin charge

£36 a year (this one fee covers our Share Dealing Account and ISA)

  • Access our full range of shares, ETFs and funds, plus our Select List of independently chosen fund picks
  • Invest regularly with our commission-free scheduled investment service
  • An account to get started with
View more details

Halifax Cashback Offer Terms

1. Eligibility

1. Eligibility

  • This offer is available to new and existing customers of Halifax Share Dealing.
  • You will receive cashback for each completed transfer of £5000 or more into a Halifax Share Dealing Account or Stock & Shares ISA which was initiated between 1st July 2023 and 31st January 2024. This offer does not apply to transfers to a Self Invested Personal Pension (SIPP).
  • Cashback is only available on each of the first five transfers made by each customer within the offer period.
  • The cashback amount shall be calculated on the value of each transfer on completion as set out in the table above.
  • If multiple transfers are made we will treat these as separate transfers when calculating the cashback amount.
  • You must (1) open or already have a Halifax Share Dealing Account or Stocks & Shares ISA; and (2) complete an online transfer form for each transfer. You must complete the transfer request form and click ‘Confirm’ to start a transfer by midnight on 31st January 2024. If paper forms need to be returned, these must reach us promptly after the 31st January 2024 but the online form must have been completed to the ‘Confirm’ stage.

2. UK share certificates

2. UK share certificates

  • If you are depositing a share certificate, instead of completing the online transfer form, you will need to complete a ‘Certificate Transfer Form’ and a ‘Crest Transfer Form’. You can find these forms in the ‘Transfers’ section of our online service. You will need to send us your completed forms along with your share certificate(s) by 31st January 2024. All share certificates that are received and logged on the same day will be classed as a single transfer for the purpose of calculating your cashback amount.
  • You can only deposit UK certificates of assets listed on the London Stock Exchange or Alternative Investment Market (AIM). We recommend you check your certificate is still valid with the relevant registrar prior to starting the transaction.

3. Transfers

3. Transfers

  • Transfers from Share Dealing Accounts and Stocks & Shares ISAs can be from any UK provider apart from those already held within the Lloyds Banking Group (i.e. Lloyds Bank, Halifax, Bank of Scotland and IWeb).
  • Transfers from Cash ISAs can be from any UK provider.
  • Transfers from savings accounts which are not ISAs are not eligible. 
  • Workplace related share transfers for Lloyds Banking Group colleagues are excluded.
  • Although we will make every effort to transfer all your stocks to our service, we regret that there may be some instances where this is not possible. We will let you know if this is the case. The value of cashback you receive for a particular transfer will be based on the stock we receive from your current provider. 

4. Additional information

4. Additional information

  • Cashback payment(s) will be made within 60 days of receipt of the relevant cash or stock from your current provider. Payments shall be made to your Halifax Share Dealing Account. We shall not be responsible for any delay by your existing provider in processing the transfer. 
  • We reserve the right to reclaim any cashback payment if you transfer out of, or withdraw your shares onto a certificate, from your Halifax Share Dealing Account or Stocks & Shares ISA within 12 months of us paying any cashback to you under this offer. 
  • We may amend or withdraw this offer at any time before 31st January 2024
  • Anyone we reasonably consider to be abusing this offer may be excluded at our absolute discretion.
  • The promoter of this offer is Halifax Share Dealing, Lovell Park Road, Leeds, LS1 1NS. Separate terms and conditions apply to our Share Dealing Accounts and Stocks & Shares ISAs.