Transfer your investments to the Halifax

What would you like to transfer to us?

Transferring a Share Dealing Account or ISA

Why transfer to the Halifax?

  • We offer trading accounts with easy to understand charges.
  • Make life simpler, see and manage all of your investments from our mobile banking app.
  • It’s easy to do, simply sign-in and complete our online transfer form.

Our simple charges

  • We offer a simple flat-rate £12.50 admin charge for holding a Stocks and Shares ISA.
  • Opening and holding a Share Dealing Account is free. See our new charges from the 1st of April 2021
  • Our online dealing commission is £12.50 per online trade.

Please make sure that you are familiar with the new pricing which comes into effect on the 1st of April 2021 before you open an account.

View our full share dealing charges

Does it cost to transfer?

No. We don’t charge you any transfer fees if you decide to join us, or if you decide to leave. However, your current provider may charge you, so please check before you start your transfer.

How long does it take to transfer?

UK stocks usually take 4-6 weeks to transfer to us and 8-10 weeks for international stocks and funds.

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.

Start your transfer

Looking to transfer stock or cash from another ISA, or Share Dealing Account?

  1. Open one of our accounts.
  2. Sign-in below and select transfers from the right-hand menu to complete our online transfer form.
  3. Print it and sign your completed form, then post it to the address provided.

If you are transferring from a Halifax ISA you can contact us on 0345 722 5525.

Open an accountSign in

Transferring to our SIPP (Self Invested Personal Pension)

Our simple charges

  • Our charges are changing from 1st April 2021. Learn more about our new charges.
  • Low admin costs (quarterly account charge of £22.50 if the SIPP value is £50,000 or less, and £45 if the value is above £50,000)
  • Our online dealing commission is £12.50 (Maximum £9.50 from 1st April 2021) per online trade

View our full SIPP Charges

Does it cost to transfer?

Transferring in another pension costs £60 per transferring plan (max £300).

How long does it take to transfer?

Transfers usually take around 8-10 weeks once you have submitted your transfer form to us.

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.

AJ Bell logo

Our SIPP is administered by AJ Bell.
 

Start a SIPP transfer

New to Halifax? Complete our application pack (which includes a transfer form).

Apply & transfer

Already have a SIPP with us? Complete our transfer form and return it to the AJ Bell address provided.

Have you already started taking benefits from your SIPP? If yes, you’ll need to complete our Transfer In Drawdown Benefit Form as well.

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.