Transferring to us

If you hold investments with another broker, ISA Manager or SIPP Provider you can get all the great benefits of the Halifax Share Dealing Service by transferring your accounts to us.

Key benefits of transferring to Halifax Share Dealing

• Deal online or over the telephone - access your account online 24/7, 365 days a year or by telephoning our UK based call centre (lines are open 8am - 9.15pm Monday to Friday and 9am-1pm Saturday excluding English Bank Holidays).
  
• Highly competitive dealing charges - deal online for only £11.95 (excluding international deals) or over the telephone from £15 (if the value of your deal is under £250 you can also sell shares online for only £5).
  
• Access to Advanced Dealing (TradePlan) - control risk and maximise profit without having to keep a constant watch over the stock market.
  
• Interest paid on cash balances held in your account.
  
• Automatic dividend reinvestment option - choose to have dividends from UK and Irish CREST eligible stocks automatically reinvested into the source stock with any remaining cash paid into your account.

How to transfer

Before we can transfer any investments, you will need to open the appropriate account with us first - check out our 'Products' section for more details on our accounts.

Once the account is opened, simply download, print out and complete the appropriate transfer form at the bottom of the page.

Please ensure that you read any notes which may accompany the form, then sign it and return it to the address provided on the form.

Important Information

We can only transfer holdings where there is no change in beneficial ownership ie. if you hold a sole account with us, the stock you want to transfer should be held solely in your own name.

You should be aware that you will be unable to deal any stocks being transferred whilst the transfer from is still pending.

The transfer process may take several weeks to complete. Although we strive to ensure every transfer is completed as quickly as possibly, the timescale is largely dependent on your existing provider and the registrars of each stock held.

We accept no liability for the loss of any opportunity during the transfer. Please be aware your existing provider may charge you a transfer fee.