Our prices are changing

We’ve introduced a new customer administration fee which will be payable from April 2022.

At the Halifax we’re always aiming to offer our customers the most competitive pricing possible whilst ensuring we can continue to cover the cost of running your account. We are introducing a new £36 a year customer administration fee to make our service more sustainable for the long term.

If you decide the new charges are not right for you, you can either close your account or transfer your account to another broker for free:

Changes at a glance

  • Flat-rate customer administration fee. We introduced a new £36 annual customer administration fee (the equivalent of £3 per month) to cover the costs of running our service. This one fee will cover all of your Share Dealing Accounts, ISAs and ShareBuilders, and the first fee will be taken in April 2022.

  • ISA administration fee. From April 2021, we’ll no longer charge the annual £12.50 fee as this is replaced by the new customer administration fee. Your final payment was collected for the 2021/21 tax year in May 2021.

  • Online dealing commission. We’ve reduced the online dealing commission for all trades from £12.50 to £9.50.

  • Download our Costs and charges (PDF, 56 KB)
  • Download our Terms and Conditions (PDF, 184 KB)

If you decide the new charges are not right for you we explain how to close your account below.

How we’ll collect your customer administration fee

We’ll take payment for the £36 fee from cash within your account in April each year. If your account doesn’t have enough cash to cover the fee, we’ll take the remaining amount by Direct Debit or from your Debit Card. The first fee will be taken in April 2022.

So this means you’ll have until 31st March 2022 before the admin charges are collected.

If you have more than one account with us then you’ll only pay this fee once and we’ll contact you nearer the time to remind you when the fee will be taken.

If we are unable to take the fee then we may need to sell some of your investments to cover the cost. We’ll always try to contact you before we do this.

Common questions

  • If you’ve forgotten how to sign in to your share dealing account, you can:

    • Sign in using Online Banking

    If you use the Online Banking app or website, you’ll be able to access your share dealing account from there. 

    Sign in to Online Banking

    • Reset your share dealing password

    You can do this online by clicking on the link below and selecting ‘Forgotten sign in details / access suspended?

    Sign in to Share Dealing

  • If you want to transfer your account to another broker then you will need to contact your new broker to start the transfer. We do not charge you for transferring to another broker.

  • If you’d like to close your account, you can do this using our online closure form. Before you complete our form please make sure:

    • Your share dealing accounts are either, empty, only contain cash or have less than £250 in stock.
    • You are happy to close all share dealing accounts under your Personal Reference Number (PRN) – this excludes any JISA and SIPP accounts.

    If your account has more than £250 worth of investments or cash, you can sign in to sell and withdraw the money. You can then use our secure closure form by clicking on Account Management and then Close Account.

    If you’d like to close your account and gift your remaining cash and stock to charity, then you can using this online form. You can use the form to donate stock and/or cash up to a value of £250.

    Close my account

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.