Manage my account/personal details:
If you’re looking to update the following account details:
As well as funding or withdrawing from your share dealing account, then all these options can all be found within the ‘Account Management’ section of our secure site within the right-hand navigation.
Change my address
If you’d like to change your address please call 03457 22 55 25.
Alternatively you can change your address in your local branch as long as you have original or certified copies of documents from the below lists. You will need to send us one document from the proof of identity list and one document from the proof of address list.
Authorise someone else to trade on my account?
To give access to someone else for your share dealing account you will need to complete and return our Third Party Authorisation Form. To request a form please call 03457 22 55 25.
There are two types of access you can request:
1) Enquiries only – the third party would be able to enquire about the account but wouldn't be able to change your details or trade.
2) Dealing and enquires – the third party will be able to enquire about the account and trade on your behalf. They would not be able to update any of your personal or account details.
Once you've completed the Third Party Authorisation Form return this to:
Customer Registrations Department
Halifax Share Dealing
Lovell Park Road
Access my bank or savings account when I’m using the Halifax Share Dealing online service?
Our website is for share dealing only. To manage your bank or savings account click on ‘Halifax online banking’ in the right-hand navigation once logged in.
Register to receive company reports and perks?
If you’d like to receive company reports we offer a free service In conjunction with Precision IR that gives you quick access to annual reports, interim reports and other information. View company reports.
If you’d like to register for company perks, please contact us.
This happens to everyone so don’t worry, just follow the below link and click ‘Forgotten sign in details / access suspended?’ and follow the instructions on the screen.
Join us online for reduced dealing commission!
Available straight away.
Available within 2 working days.
Available within 2 working days. If you decide to pay by cheque please write your full name and account code on the reverse to ensure we can process your payment correctly.
How long will it take for money I’ve withdrawn to arrive in my bank?
Available within 3 working days.
If you’d like to withdraw your money by cheque we will send you one out by post on the day of your request.
Please note, there is an administration charge of £12.50 for this service.
If you are experiencing problems viewing or accessing our share dealing service online, please use this guide to help you resolve any issues.
It is important to check these details regularly to ensure your full internet facility, not just our site, runs faster and more efficiently. Feedback from our customers has confirmed that in the majority of cases, this checklist alone resolves their problem.
When you set up your own password and security questions, be aware that these are all case sensitive, so when signing in on the main site, you will need to enter them exactly as you did when you set them up. Make sure to use standard characters and numbers - please avoid using commas, hyphens, full stops and other punctuation. Also be aware that there is a limit of 20 characters - please ensure all details you enter are within this limit.
If you use online banking in addition to online share dealing, we have found that problems can occur if you are using both sites at the same time e.g. in a different window. Please log out of your online banking profile before going to the share dealing online site. It sometimes helps to go directly to www.halifaxsharedealing-online.co.uk if there are problems following the link from the main site.
Before you start your application please make sure you have the following information to hand:
We will request funding immediately from this account during the registration process so it must contain available funds plus an additional £1 will be referred, but not debited from your account.
If you don't have a NI number or you have a temporary number please contact us on 03457 22 55 25.
To open an account you must be:
Please note, you must inform us if you cease to be resident in the UK, Jersey, Guernsey or the Isle of Man.
When you apply online for a Share Dealing account and your application is successful you will be given a Share Dealing Personal Reference Number (PRN) and Account Number on screen together with an online username. If you are not given these details on the final registration screen, your application has been referred to us for further assessment.
Depending on the nature of the referral, this can take a few days to process but we will be in contact with you for any further information we require to complete your application.