Contact us

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.

Share Dealing Web Chat

Log in to Share Dealing and web chat will appear once an agent is available. 

Log in to Share Dealing

Coming soon

We’re working to make web chat available for Ready-Made investments customers.

Phone

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. Calls will be monitored and recorded. Call costs may vary depending on your service provider.

Share Dealing

Available Monday – Friday, 8am to 9pm.

During a US Bank Holiday we will be open 8am-6pm, Monday – Friday.

During a UK Bank Holiday we will be open 2pm-9pm, Monday – Friday, for the US Markets.

Ready-Made investments

  • Online Investment accounts beginning with IB opened before 20/02/2023

 

General enquiries:  0345 835 5727
Available Monday – Friday 8am to 5pm

  • Account numbers beginning with EB opened from 20/02/2023

General Enquiries 0330 123 5521
Available Monday – Friday 9am to 5pm 

Investments purchased in branch

Available Monday – Friday, 8am to 6pm.

  • 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.

    Log in to my account

    • For general enquiries:

    Customer Services Department
    Bank of Scotland Share Dealing Limited
    Lovell Park Road
    Leeds
    LS1 1NS

    • SIPP administration enquiries:

    Bank of Scotland SIPP Administration Team
    AJ Bell Management Limited
    4 Exchange Quay
    Salford Quays
    Manchester
    M5 3EE

    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
    Exchange Tower
    London
    E14 9SR

    Contact the Financial Ombudsman Service

  • If you would like to make a complaint you can do so by completing this online form.

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.