TRANSFER YOUR INVESTMENTS.


Why transfer to Halifax?

  • Ease – See all your investments in one place making it easier to manage
  • Low-cost charges – Trade from £12.50 online with no platform charges and no initial charges on funds (or £3.95 in our monthly offer periods)
  • No transfer fee – we wont charge you to transfer into our Halifax Share Dealing Account or Halifax Stocks and Shares ISA

Your existing provider may charge you transfer or closure fees.

See how we compare on stocks and shares

See how we compare on price against three of our competitors. All our fees and charges are transparent so you’ll know how much you’ll pay. The table is based on a customer investing £20,000 and trading in shares 4 times a year.

Trading shares and Exchange Traded Funds (ETFs)

Halifax logo interactive investor logo
Standard online commission (UK shares) £12.50
per trade
£11.95
per trade
£7.99*
per trade
£10
per trade

Platform/annual charge (When you’ve invested £20,000 in an ISA)

£12.50 £45 £119.88* £45

Overall cost
Investing £20,000 in an ISA and trade 4 times per year

£62.50

£92.80

£119.88*

£85

Calculation

4 x £12.50 per trade

+ 1 x £12.50
annual admin charge

4 x £11.95 per trade

+ 0.45% charge of £20,000 holdings per year (capped at £45)

One free trade per month

+ 12 x £9.99 plan price per year

4 x £10 per trade

+ 1 x £45 flat rate service fee per year

Data taken from competitor websites, correct at 01/09/2019 . This table doesn’t include government taxes and levies, only broker charges are included. *Based on the Investor price model from Interactive Investor.

When you invest in a fund, you will also pay charges to the fund manager, in addition to the charges you pay us. These charges pay for the fund manager’s expertise and cover costs of running each fund or trust. Brokers can negotiate special discounts for their customers and these charges may differ depending on the broker you use. Fund manager charges (PDF)

All of these costs & charges are taken from the value of your investment by the fund managers and are not paid to us. We haven't included these charges above, as these are unique to the funds or trusts you choose to invest in. You can find further information on these charges in our research centre, or in each individual fund or trust’s investor information.

See how we compare on funds

See how we compare on price against three of our competitors. All our fees and charges are transparent so you’ll know how much you’ll pay. The table is based on a customer investing £20,000 and trading in funds 6 times a year.

Trading funds

Halifax logo interactive investor logo
Standard online commission (Funds) £12.50
per trade

£0.00
per trade

£7.99*
per trade

£0.00
per trade

Platform/annual charge (When you’ve invested £20,000 in an ISA)

£12.50 £90 £119.88* £70

Overall cost
Investing £20,000 in an ISA and trade 6 times per year

£87.50

£90

£119.88*

£70

Calculation

6 x £12.50 per trade

+ 1 x £12.50
annual admin charge

Free fund trading

0.45% charge of £20,000 holdings per year

One free trade per month

+ 12 x £9.99 plan price per year

Free fund trading

0.35% service fee of £20,000 holdings per year

Data taken from competitor websites, correct at 01/09/2019 . This table doesn’t include government taxes and levies, only broker charges are included. *Based on the Investor price model from Interactive Investor.

When you invest in a fund, you will also pay charges to the fund manager, in addition to the charges you pay us. These charges pay for the fund manager’s expertise and cover costs of running each fund or trust. Brokers can negotiate special discounts for their customers and these charges may differ depending on the broker you use. Fund manager charges (PDF)

All of these costs & charges are taken from the value of your investment by the fund managers and are not paid to us. We haven't included these charges above, as these are unique to the funds or trusts you choose to invest in. You can find further information on these charges in our research centre, or in each individual fund or trust’s investor information.



How to transfer

We don't charge you to transfer into our Halifax Share Dealing Account or Halifax Stocks and Shares ISA. Your existing provider may charge you transfer or closure fees so please keep this in mind when you're transferring.

  1. Step 1 - Open an account
  2. Step 2 - Sign in and complete an online transfer form
  3. Step 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.

    Once we’ve received your transfer form we’ll start the process. It usually takes around 2 – 3 weeks to transfer UK stocks and 6 - 8 weeks for funds or international shares. We’ll keep you updated with the progress of your transfer by text message so please make sure your mobile number is up-to-date.

    Transferring a SIPP? To transfer in from a registered pension scheme you’ll pay £60 per transferring plan (max £300). Read more about transferring a SIPP.

Open an account

If you’re new to investing with the Halifax, take a look at the range of accounts we offer to help you get started.

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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, 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.