Go paper-free
Amend paper-free preferences for your statements and correspondence.
I already invest with Bank of Scotland
If you’re an existing customer and need a little guidance on managing your account then we can help.
Get to know your Share Dealing account
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Funding your account is simple:
- Log in to your account and select ‘fund and withdraw’ from ‘account management’ in the navigation menu.
- Select ‘Transfer money in’ from your chosen account.
- Add the amount you want to deposit and select ‘continue’.
Note, if you want to change the payment account select ‘change payment details’.
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To withdraw money simply do the following:
- Log in to your account and select ‘fund and withdraw’ from ‘account management’ in the navigation menu.
- Select ‘withdraw money out to’ from your chosen account.
- Add the amount you want to withdraw and select ‘continue’.
You can only withdraw money to your bank which shows as 'available to withdraw'.
Note, if you want to withdraw money from a recent sale your trade will need to be settled. You can find the settlement date on your dealing reference number. -
You can buy or sell investments in a few simple steps:
- Log in to your account and select ‘dealing’ in the navigation menu.
- Choose the type of investment and then select 'Buy' or 'Sell’.
- If buying, enter the ‘Stock Company Name’ or ‘Company Code’ and select the ‘Number’ or ‘Value’ of stock and select ‘Continue’.
- If selling, select the holding and enter the amount you want to sell.
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Regular investing allows you to top up your investments monthly:
- Log in to your account and select ‘regular Investments’ from ‘dealing’ in the navigation menu.
- Select ‘Investment plan’ and ‘add Investment’ then add the ‘Investment name’ or ‘company code’
- Choose the ‘amount’ to invest and review the charges. If happy select ‘continue’.
Looking for something else?
- Managing your ISA
- Capital Gains and Tax on Dividends
- Trading support (international investments, tax forms and trading tools)
- Information about historic/branch investment accounts
- Dividend diary (updated monthly)
- Transferring investments or cash to us
- Deposit a share certificate
- Understanding corporate actions (or corporate events)
- Help with your statement
- Bereavement support
- Managing your Self-Invested Personal Pension (SIPP)
- Are you trying to find your Share Dealing accounts in online banking?
Updating your personal details
Changing your address
- Share Dealing – change your address by completing the change of address form within help and guidance once logged in.
Note, your address will be updated within 10 working days and we will email you to confirm the change. If your email address has been updated in the last 12 months we will send a letter to both addresses.
- Ready-made investments – please log in to online banking, select on ‘Your Profile’ and then ‘Change my details’ on the left-hand side.
Changing your payment details
- Share dealing – please log in to Share Dealing Online, click on ‘Account Management’ in the right-hand navigation bar, and then ‘Change Debit Card’* or ‘Change Bank Account’. If you need to update your billing address you can do so using the ‘Change Debit Card’ option.
- Ready-made investments – log in to online banking, go to your investment account and then select on ‘Change Debit Card’ or ‘Change Bank Account’ in the right-hand navigation bar. If you need to update your billing address you can do so using the ‘Change Debit Card’ option.
*Note, at the moment it’s not possible to update debit card details through the app. We’re working to get this fixed as soon as possible and apologise for any inconvenience. You can update your debit card by logging in on the online banking or Share Dealing desktop sites.
We’re making it easier to view and access your Share Dealing account.
Bank of Scotland Share Dealing Service is operated by 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.