Moving cash into your Stocks and Shares ISA

If you’d like to transfer money from your Share Dealing Account or ShareBuilder into your Stocks and Shares ISA then you may be able to do this online.

We can only transfer money into an active ISA. Please confirm that you’re happy to agree to the below Stocks and Shares ISA declaration before completing the form.

ISA Declaration

I apply to subscribe to a stocks and shares ISA for the current tax year and each subsequent tax year until further notice.

I declare that:

All subscriptions made, and to be made, belong to me;
I am 18 years of age or over;
I have not subscribed, and will not subscribe, more than the overall subscription limit in total to any combination of permitted ISAs in the same tax year.
I have not subscribed, and will not subscribe, to another stocks and shares ISA in the same tax year that I subscribe to this stocks and shares ISA, and;
I am resident in the United Kingdom for tax purposes or, if not so resident, either perform duties which, by virtue of Section 28 of the Income Tax (Earnings & Pensions) Act 2003 (Crown employees serving overseas), are treated as being performed in the United Kingdom, or I am married to, or in a civil partnership with, a person who performs such duties. I will inform Halifax Share Dealing Limited if I cease to be so resident or to perform such duties or be married to, or in a civil partnership with, a person who performs such duties.

Title

Full Name This should match your passport

Postcode

Date of Birth

Account code You can find this on your statement, or at the top of most of our Share Dealing online pages. It’s 9 characters long and starts with the letter B.

Account transferring from

If you have more than one Stocks and Shares ISA then please provide the ISA name of the account you want to transfer to e.g. ex Funds ISA or ex Mini ISA

Is the money currently available to invest or withdraw?

Available to invest and withdraw

Available to invest only (awaiting trade settlement)

Amount you’d like to transfer

£

Email address

Phone number Please enter your mobile phone number. If you don’t have a mobile then please use your landline number.

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