Transfer your investments to the Halifax

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

  • You can hold an ISA, a Share Dealing Account and a ShareBuilder all for a single charge of £36 a year (the same as £3 per month)
  • Our online dealing commission is £9.50 per online trade.

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?

Most transfers can be completed electronically. Electronic transfers for cash and UK shares usually take around 10 working days to complete. Fund and international shares can take longer.

If your current broker is unable to transfer electronically it can take around 6 weeks for cash and UK shares. Fund and international shares can take up to 10 weeks.

Are you transferring funds to us?

If you’re transferring funds to us from another broker we might hold a different fund class than the one you hold now. This means we may need to convert your fund into a class that can be transferred, which may be more expensive or could be cheaper. We do this to make sure your fund does not have to be sold as part of the transfer. Once the transfer is complete, we’ll make sure that you hold the cheapest fund class we have available for investment.

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.

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Transferring to our SIPP (Self Invested Personal Pension)

Our simple 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 £9.50 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 under registration number 183332. A Member of the London Stock Exchange and an HM Revenue & Customs Approved ISA Manager.