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 shares and exchange traded funds (based on 4 annual trades)
Provider Halifax logo interactive investor logo
Best commission rate online (UK shares) £3.95
per trade with our monthly commission countdown offer

£5.95
Frequent trader 20+ deals per month

£3.99
(Super Investor Plan)
£10
Standard commission rate online (UK shares) £12.50
per trade
£11.95 £7.99
(Investor) only applies after one free trade per month
£10

£20,000 in an ISA (based on the platform charge)

£12.50
annual admin charge on Stocks and Shares ISA
£45 £119.88
(Investor)
£45
£20,000 in an ISA (based on standard commission rate and platform charge) £62.50 £92.80 £119.88
(Investor)
£85

[Data taken from competitor websites, correct at 01/06/2019]

The table above doesn’t include government taxes and levies, only our charges are included.

See how we compare on funds (based on 4 annual trades)
Provider Halifax logo interactive investor logo
Standard commission rate online £12.50
per trade

£0.00

£7.99
(Investor) after one free trade a month
£0.00

£20,000 in an ISA (based on the platform charge)

£12.50
annual admin charge on Stocks and Shares ISA
£90 £119.88 
(Investor)
£70

£20,000 in an ISA (based on standard commission rate and platform charge)

£62.50 £90 £119.88
(Investor)
£70
£50,000 in an ISA (based on standard commission rate and platform charge) £62.50 £225 £119.88
(Investor)
£175
£100,000 in an ISA (based on standard commission rate and platform charge) £62.50 £450 £119.88
(Investor)
£350

[Data taken from competitor websites, correct at 01/06/2019]

The table above doesn’t include government taxes and levies, only our charges are included.

When you invest in a fund, you will also pay charges to the fund manager, in addition to the charges you pay to us. These charges pay for the fund manager’s expertise and cover the costs of running each fund or trust. Brokers will sometimes negotiate special discounts for their customers and so 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 have not included these charges in the totals 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
  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.