Viewing your Halifax share dealing account in online banking
It’s now easier to view and access your Share Dealing account
Why use Online Banking or the app?
- Feel safe - Youre protected by our Online Guarantee.
- Easy to use - Its simple to register and support is always available.
- Save time – Use your account anytime and anywhere with our Mobile Banking services.
How to get online and use the mobile app?
- Open a share dealing account – If you haven’t already opened a share dealing account you’ll need to do this first. See our full range of accounts to get started
- Register for Online Banking – If you haven’t banked online with us before you’ll need to register. It only takes a few minutes if we already have your phone number.
- Download the Mobile Banking app – Once you’ve registered for Online Banking you’ll be able to sign in on the app.
Commonly asked questions and answers
- The total value of all your investments within the account
- The total cash balance (which is available to invest)
Please note, The total value is not real-time and is updated once a day (at the end of the business day), to get a more accurate value simply click on your account.
You can set the mobile app to automatic updates to ensure you are using the latest version. To do this open settings and select app store and select automatic app updates.
Although you can see the new Share Dealing account in Online Banking, you will not be able to access this due to restrictions on the account. If you wish to trade or check any account details you should call customer services on 03457 22 55 25.
This can occur if your full name including titles and any middle names in Online Banking doesn’t match your full name in Stockbroking. If this is the case you will need to go to the branch to amend your name. Once this is done you can go to Online Banking help for your records to be merged.
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 under registration number 183332. A Member of the London Stock Exchange and an HM Revenue & Customs Approved ISA Manager.
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