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Transfer your investments to the Halifax

Why transfer to the Halifax?

  • We can offer you a low-cost trading account with easy to understand charges.
  • Make life simpler, see and manage all of your investments in one place.
  • It’s easy to do, simply sign-in and complete our online transfer form. Once your transfer is complete you will be able to see your investments online straight away, we'll also send you a letter to let you know.

What do you want to invest in?

Choose from the following ways to invest to see how we compare on charges against our competitors.

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

Investment provider

Standard online commission (per trade)

Annual platform/admin charge

Calculation

Total cost

Investment provider

Standard online commission (per trade)

£12.50

Annual platform/admin charge

£12.50

Calculation

4 trades = (4 x £12.50) +

Annual admin charge (£12.50)

Total cost

£62.50

Investment provider

Standard online commission (per trade)

Annual platform/admin charge

Calculation

Total cost

Investment provider

Standard online commission (per trade)

£11.95

Annual platform/admin charge

£45

Calculation

4 trades = (4 x £11.95) +

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

Total cost

£92.80

Investment provider

Standard online commission (per trade)

Annual platform/admin charge

Calculation

Total cost

Investment provider

Standard online commission (per trade)

£7.99

Annual platform/admin charge

£119.88

Calculation

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

Total cost

£119.88

Investment provider

Standard online commission (per trade)

Annual platform/admin charge

Calculation

Total cost

Investment provider

Standard online commission (per trade)

£10

Annual platform/admin charge

£45

Calculation

4 trades = (4 x £10) +

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

Total cost

£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

Investment provider

Standard online commission (per trade)

Annual platform/admin charge

Calculation

Total cost

Investment provider

Standard online commission (per trade)

£12.50

Annual platform/admin charge

£12.50

Calculation

6 trades = (6 x £12.50) +

Annual admin charge (£12.50)

Total cost

£87.50

Investment provider

Standard online commission (per trade)

Annual platform/admin charge

Calculation

Total cost

Investment provider

Standard online commission (per trade)

Free

Annual platform/admin charge

£90

Calculation

6 trades = (free) +

Annual platform charge of 0.45% (£90)

Total cost

£90

Investment provider

Standard online commission (per trade)

Annual platform/admin charge

Calculation

Total cost

Investment provider

Standard online commission (per trade)

£7.99

Annual platform/admin charge

£119.88

Calculation

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

Total cost

£119.88

Investment provider

Standard online commission (per trade)

Annual platform/admin charge

Calculation

Total cost

Investment provider

Standard online commission (per trade)

Free

Annual platform/admin charge

£70

Calculation

6 trades = (free) +

0.35% annual service fee (£70)

Total cost

£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

Investment provider

Standard online commission (per trade)

Annual platform/admin charge

Calculation

Total cost

Investment provider

Standard online commission (per trade)

£12.50

Annual platform/admin charge

£180

Calculation

4 trades (£50) +

Annual admin charge (£180)

Total cost

£230

Investment provider

Standard online commission (per trade)

Annual platform/admin charge

Calculation

Total cost

Investment provider

Standard online commission (per trade)

Free

Annual platform/admin charge

£450

Calculation

4 trades = (free) +

Annual platform charge of 0.45% (£450)

Total cost

£450

Investment provider

Standard online commission (per trade)

Annual platform/admin charge

Calculation

Total cost

Investment provider

Standard online commission (per trade)

£7.99

Annual platform/admin charge

£239.88

Calculation

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

SIPP admin charge (£10 x 12 months)

Total cost

£239.88

Investment provider

Standard online commission (per trade)

Annual platform/admin charge

Calculation

Total cost

Investment provider

Standard online commission (per trade)

Free

Annual platform/admin charge

£350

Calculation

4 trades (free) +

0.35% service fee (£350)

Total cost

£350

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

Data for all tables has been taken from competitor websites, correct at 01/07/2020. 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.

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.

Transfer to the Halifax in 3 easy steps

  1. Open one of our accounts.
  2. Sign-in and complete an online transfer form.
  3. Print and sign your completed form (or ask for us to post a copy to you) and then return it to the address provided.

Already investing with the Halifax?

Sign-in to transfer your investments to us.

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

Transfer your SIPP to us

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

    Already have a SIPP with us? Complete our transfer form (PDF) and return it to the address provided

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

  • Transfers usually take around 8 - 10 weeks

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.