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Transfer to us

If you’ve got investments elsewhere, it’s easy to transfer them to us. This way, you can make the most of our services and have everything in one place.

Why transfer to Halifax?

  • Simple - see and manage all of your investments in one place.
  • Easy - complete our online transfer form and we’ll do the rest.
  • International trading - no dealing commission is charged for international online trades. FX rates still apply.

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. There will normally be a charge for that advice. Tax treatment depends on personal circumstances and may be subject to change.

Transferring an ISA or Share Dealing Account

Transfer your investments in 3 easy steps

  1. Sign in to your account or open an account if you don’t already have one and complete our online transfer form.
  2. Once your transfer is complete you’ll be able to see your investments online straight away, we'll also send you a letter to let you know it’s done.
  3. You won't be charged to transfer in or out of Halifax.
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Don’t have an account yet?

Stocks and Shares ISA

Make the most of your tax-free savings allowance. Invest up to £20,000 this tax year and pay no UK tax on profits.

Stocks and Shares ISA

View our charges

Share Dealing Account

If you’ve already used your £20,000 ISA allowance you could choose our flexible trading account.

Share Dealing Account

View our charges

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Transferring a SIPP

SIPP transfers

Find out how to transfer below.

Transfer a SIPP

 

For customers with a SIPP administered by AJ Bell you can view our SIPP transfer and support page.

Frequently asked questions about transferring

  • Simple transfers usually take 5 weeks to complete but complex transfers may take longer.

  • 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.

  • What you need to do

    1. Complete our certificate transfer form (PDF, 45 KB) and a Crest Transfer Form (PDF, 137 KB).
    2. Sign your completed forms and then post them to us (with your share certificates).

    The Stock Administration Department
    Halifax Share Dealing Limited
    12 Wellington Place
    Leeds
    LS1 4AP

    • We can only transfer stock where the name on the certificate matches the name on the account.
    • We also recommend that you send your certificate by recorded delivery as we accept no responsibility for the loss of any certificates.

    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.
     

    How long does it take?

    Once we’ve received your certificate(s) they will be deposited into your account within 15 working days.
     

    Irish Certificates

    Please note that we are unable to accept Irish certificates. For further assistance, please contact the company Registrar directly.

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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.