The quickest and easiest way to manage your share dealing account is online. Here’s a list of our most commonly asked questions. If your question is account specific you’ll need to sign in first.
Chat with us
Available Monday – Friday 8am to 9pm (Closed weekends and English Bank Holidays).
Please note, we are unable to update debit card details or place/amend deals or TradePlans over Web Chat.
If you would prefer to call us, please choose from the following options. All of our lines are closed at weekends and during English Bank Holidays.
If you’d like to close your account you can do once you’re logged into your share dealing account. Your account must be empty of any cash and investments before you can do this. Select ‘Account Management’ in the right-hand menu and then click on ‘Close Account’.
If you’d like to close your account and gift your remaining cash and stock to charity, then you can using this online form. You can use the form to donate stock and/or cash up to a value of £250.
- For general enquiries:
Customer Services Department
Bank of Scotland Share Dealing Limited
Lovell Park Road
- SIPP administration enquiries:
Bank of Scotland SIPP Administration Team
AJ Bell Management Limited
4 Exchange Quay
Please include your name, address and account details in all letters so we can locate your account.
The Financial Ombudsman offers an independent review service. If you have a complaint about our service which we’re not able to resolve for you ourselves, you can ask the Ombudsman to look at your case for free.
Please bear in mind that the Financial Ombudsman Service will only help if you’ve already referred a complaint to us. We will endeavour to put things right, however if you are not happy with the way in which we handled your complaint or the result, you may be able to complain to the Ombudsman. If you do not take up your problem with us first you will not be entitled to complain to the Ombudsman.
Details of how to contact the Ombudsman are below:
The Financial Ombudsman Service
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.