Online Help.

How do I?

Manage my account/personal details:

If you’re looking to update the following account details:

  • Username
  • Password
  • Bank details
  • Email address
  • Telephone number
  • Dividend handling options

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.

Sign in to update 

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.

Can I?

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.

Reset your share dealing password

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.

Are you an existing share dealing customer but not online registered?

Join us online for reduced dealing commission!

How long will it take for my money to be available to invest?

  • I’m funding by debit card

Available straight away.

  • I’m funding by direct debit

Available within 2 working days.

  • I’m funding by cheque

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.

Can’t find what you’re looking for?

You can call us on 03457 22 55 25.

Problems with our online 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.

Frequently asked questions:

Need a little more help registering online or opening a new account?

Can’t find what you’re looking for?

You can call us on 03457 22 55 25.

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.