Tools and Services.

Make the most of your investment decisions with our tools and services.

What is a TradePlan?

A TradePlan will place orders on the stock market automatically; this will only happen when an investment reaches the share price that you set it to either buy and/or sell at.

What are the benefits of a TradePlan?

A TradePlan can help you take control of risk and make the most of the rise and fall of the stock market, without having to keep a constant eye on share prices.

What type of TradePlans do you offer?

  • Limit Order - sets a price above which you will not buy, or below which you will not sell a stock.
  • Stop Loss* - sets a price to sell shares which is lower than the current price. Stop Losses are usually used to protect you from sharp falls in a share price.
  • Target Setting - a combination of a Limit Order to sell at a higher price than the current price, and a Stop Loss order to sell at a lower price than the current price. Target Setting can help you maximise profits when share prices rise and protect against losses when they fall.
  • Range Trading - specify the prices which you wish to buy and sell a particular stock. It's a combination of two Limit Orders, one to buy shares at a lower price than the current price, and one to sell them at a higher price.
  • Price Locking* - an intuitive Stop Loss which automatically adjusts your stop price to lock in rises when shares climb to protect you from a sharp fall.

*Our Stop Loss and Price Locking facilities do not use a guaranteed stop loss. When the share price reaches your target price, your order will go into a queue to be actioned. This means that the price dealt may, on occasion, be either higher or lower than the trigger price.

How do I set up a TradePlan?

You can find our TradePlans within the ‘Dealing’ section of the website once you’re logged in. You can amend or cancel a TradePlan order at anytime before it expires.

Please note, TradePlan is only available on CREST eligible UK investments.

How much does a TradePlan cost?

Each TradePlan you set-up costs £2 and if a trade is executed then we’ll reduce the dealing commission on that trade by £2 per trade.

Example - if you place a TradePlan order online, you will pay £2 when the TradePlan is set-up and if the trade executes you will pay £10.50 dealing commission.

A charge of £2 will be made each time you amend the TradePlan. If your TradePlan expires before it has been executed then the £2 charge will not be refunded. You can cancel a TradePlan at any time without an additional charge.

Do you have a Stocks and Shares ISA or a SIPP?

If you set-up a TradePlan within our Stocks and Shares ISA or SIPP then we’ll waive the £2 set-up fee. The usual dealing commission will still apply on any completed order.

Shares Centre is a stock market research tool where you can find share prices, fully interactive charts, analysis, company news and more.

What can I do on Share Centre?

  • Get share prices
  • Interact with market analysis tools
  • Read the latest stock market news
  • See the market's top risers and fallers
  • Check when dividends are paid
  • Read the latest company results

Take me to the Shares Centre

Our Funds Centre could help find the right fund for you. Use simple and advanced filters to break down your search; compare funds against each other, and read the latest articles about funds.

What can I do on Funds Centre?

  • Filter through thousands of funds with ease
  • Read the latest articles about funds
  • Compare funds against each other
  • Find out the risk rating of funds
  • Understand what investments make up your fund

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We offer a range of educational content which can help you buy investments with confidence. Have a look at our Markets and Insights hub to gain an understanding on what is happening with companies, markets and economies.

What can I do on the Markets and Insights hub?

  • Check the latest headlines
  • See how world markets are performing
  • Read the latest market and company news
  • Find out the latest updates on world currencies
  • Review and interact with charts
  • Understand what's happening on the world’s economies

Take me to Markets and Insights

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.