TRANSFER YOUR INVESTMENTS.

Transferring your investments to Halifax has never been easier. You can start your transfer today with our three simple steps.


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
    Open a Halifax Share Dealing Account or Stocks and Shares ISA.
  2. Step 2 - Fill in the online transfer form
    Sign in and select transfers now and complete our online transfer form.

    • Transfer an ISA or
    • Transfer investments from another broker
  3. Step 3 - Send it to us
    Print your completed transfer form, sign and post it to the address on the form, and that’s it!

New to Halifax Share Dealing?

Apply online now and you could be trading within minutes.

Compare accounts


Existing Halifax Share Dealing customer?

Sign-in and click ‘Add an account’ on the right-hand menu.

Sign in

SIPP Customer? If you're looking to transfer a SIPP to Halifax Share Dealing? Check out our SIPP transfer page.

To transfer in from a registered pension scheme you’ll pay £60 per transferring plan (max £300.00).

If you are transferring international shares, please see our international shares page.

See our full list of charges


What happens next?

  • Once we’ve received your transfer form we’ll request a valuation from your current provider.
  • As soon as we’ve received the valuation we’ll start the transfer process.
  • It usually takes around 2 – 3 weeks to transfer UK shares and 6 - 8 weeks international shares. (During busy periods we will notify you if there are any delays). Please ensure your mobile number is correct on your account so we can update you on the status of your transfer.
  • If we need any further information we will notify you and we’ll keep you updated with the progress of your transfer and confirm once complete.

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.