Charges.


Summary of our online charges and dealing commission

  • £12.50 per trade to buy and sell stocks
  • £2 per trade to buy using our scheduled investment service
  • No confusing %s. Flat-rate £12.50 annual admin charge for a Stocks & Shares ISA; there is no annual fee for a Share Dealing Account

See the full list of charges

This document includes information on all charges including government levies, stamp duty and foreign currency charges for international dealing.



See how we compare on trading in a Stocks and Shares ISA

Our comparison is based on:

  • Making the most of your full ISA allowance by investing £20,000
  • Trading 4 times a year in stocks and shares
  • Our charges and competitors charges, excluding any fund manager charges or government taxes or levies
Halifax logo interactive investor logo
Standard online commission (per trade) £12.50 £11.95 £7.99 £10

Annual platform/admin charge

£12.50 £45 £119.88 £45

Calculation

4 trades = (4 x £12.50) +

Annual admin charge (£12.50)

4 trades = (4 x £11.95) +

Annual platform charge of 0.45% (a shares only portfolio is capped at £45)

Monthly ‘investor’ price plan (£9.99 x 12 months). Includes 1 free trade per month.

4 trades = (4 x £10) +

0.35% annual service fee (a shares only portfolio is capped at £45)

Total cost

£62.50

£92.80

£119.88

£85



See how we compare on trading funds in a Stocks and Shares ISA

Our comparison is based on:

  • Making the most of your full ISA allowance by investing £20,000
  • Trading 6 times a year in funds
  • Our charges and competitors charges, excluding any fund manager charges or government taxes or levies
Halifax logo interactive investor logo
Standard online commission (per trade) £12.50

Free

£7.99

Free

Annual platform/admin charge

£12.50 £90 £119.88 £70

Calculation

6 trades = (6 x £12.50) +

Annual admin charge (£12.50)

6 trades = (free) +

Annual platform charge of 0.45% (£90)

Monthly ‘investor’ price plan (£9.99 x 12 months). Includes 1 free trade per month.

6 trades = (free) +

0.35% annual service fee (£70)

Total cost

£87.50

£90

£119.88

£70



See how we compare when investing for your retirement

Our comparison is based on:

  • Having a retirement pot in a SIPP which is valued at £100,000 and is invested in funds
  • Trading funds 4 times a year
  • Our charges and competitors charges, excluding any fund manager charges or government taxes or levies
Halifax logo interactive investor logo
Standard online commission (per trade) £12.50

Free

£7.99

Free

Annual platform/admin charge

£180 £450 £239.88 £350

Calculation

4 trades (£50) +

Annual admin charge (£180)

4 trades = (free) +

Annual platform charge of 0.45% (£450)

Monthly ‘investor’ price plan (£9.99 x 12 months) +

SIPP admin charge (£10 x 12 months)

4 trades (free) +

0.35% service fee (£350)

Total cost

£230

£450

£239.88

£350

Data for all tables has been taken from competitor websites, correct at 01/12/2019. Please note, in addition to our charges you may have to pay government taxes or levies. Fund managers will also apply their own charges for funds and you can find these in the fund’s Key Investor Information Document.

Did you know our SIPP pays an interest rate on cash balances? Find out more


The value of an investment can fall as well as rise, and you may get back less than you invest. If you are not sure about investing, seek independent advice. Tax treatment depends on personal circumstances and may be subject to change.


Open an account in less than 10 minutes

Invest with the Halifax and benefit from:

  • Low costs and charges
  • Simple pricing with no hidden costs
  • An easy-to-use online service

Compare accounts


Transfer to the Halifax

Transfer your investments to us and you:

  • Could benefit from lower costs
  • Will see all of your investments under one roof
  • Won’t be locked in, we don’t charge transfer fees – however your current broker may charge to transfer.

Transfer to 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.