Online Help

How do I?

Manage my account/personal details:

If you’re looking to update the following account details:

  • Username
  • Password
  • Bank details
  • Email address
  • Telephone number
  • Dividend handling options

As well as funding or withdrawing from your share dealing account, then all these options can all be found within the ‘Account Management’ section of our secure site within the right-hand navigation.

Log in to update

Change my address

If you’d like to change your address please contact us by phone. Alternatively you can change your address in your local branch as long as you have original or certified copies of documents from the below lists. You will need to send us one document from the proof of identity list and one document from the proof of address list.

Proof of identity - accepted documents

  • Unexpired UK photo card full driving licence with signature.
  • Unexpired UK full paper driving licence with signature.
  • Unexpired UK photo card style provisional driving licence with signature.
  • Unexpired EU/EEA driving licence with photograph and signature - must be issued by a member state of the EU/EEA.
  • Unexpired firearms certificate.
  • Unexpired Northern Ireland voters card (aka Electoral Identity Card).
  • Unexpired EEA or equivalent jurisdiction national Identity card with photograph and signature.
  • Unexpired blue disabled driver’s pass – UK only, unexpired and needs to bear a passport-sized photograph, name and signature, expiry date and issuer details.
  • Unexpired biometric residence permit – issued by the Home Office.
  • UK benefits/state pension notification letters – must be from an official source, i.e. Job Centre.
  • Plus or Department for Work and Pensions / Local Authority, confirming the rights to a benefit.
  • The letter must be dated within the last 12 months or current benefit period.
  • HM Revenue and Customs tax notification – must be a HMRC tax notification e.g. statement of account, notice of coding relating to the current year. P45s or P60s are not acceptable as these are not official HMRC documents.

Proof of address - accepted documents

  • Utility bill dated within the last 3 months – utility bills printed from the internet, mobile phone, broadband or internet provider bills, and any reminders or arrears letters are not acceptable.
  • Council tax demand letter or statement – valid for the current year or less than 12 months old. Reminders and arrears letters are not acceptable.
  • Unexpired UK photo card full driving licence with signature (only acceptable if it is not being used as your proof of identity).
  • Unexpired UK full paper driving licence with signature (only acceptable if it is not being used as your proof of identity).
  • Unexpired EU/EEA driving licence with photograph and signature - must be issued by a member state of the EU/EEA (only acceptable if it is not being used as your proof of identity).
  • Bank or building society statement – must be issued by a regulated financial sector firm in the UK, EU or equivalent jurisdiction and dated and showing transactions within the last 3 months.
  • Statements showing interest only or carry forward balances are not acceptable – those printed from the internet or ISA statements are not acceptable.
  • Mortgage statement - must be issued by a regulated financial sector firm in the UK, EU or equivalent jurisdiction and dated within the last 12 months. Those printed from the internet are not acceptable.
  • HM Revenue and Customs correspondence - issued within the last 5 months and including 10 digit tax reference or NI number (only acceptable if it is not being used as your proof of identity). P45s or P60s are not acceptable as these are not official HMRC documents.
  • UK Benefits/state pension notification letters – must be from an official source, i.e. Job Centre Plus or Department for Work and Pensions / Local Authority, confirming the rights to a benefit. The letter must be dated within the last 12 months or current benefit period (only acceptable if it is not being used as your proof of identity).
  • Solicitors' correspondence - confirming a house purchase in the last 3 months and dated in that period.

Can I?

Authorise someone else to trade on my account?

To give access to someone else for your share dealing account you will need to complete and return our Third Party Authorisation Form. There are two types of access you can request:

1) Enquiries only – the third party would be able to enquire about the account but wouldn't be able to change your details or trade.

2) Dealing and enquires – the third party will be able to enquire about the account and trade on your behalf. They would not be able to update any of your personal or account details.

Once you've completed the Third Party Authorisation Form return this to:

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

Access my bank or savings account when I’m using the Bank of Scotland Share Dealing online service?

Our website is for share dealing only. To manage your bank or savings account click on ‘Bank of Scotland online banking’ in the right-hand navigation once logged in.

Register to receive company reports and perks?
If you’d like to receive company reports we offer a free service In conjunction with Precision IR that gives you quick access to annual reports, interim reports and other information.

If you’d like to register for company perks, please contact us.

Reset your sharedealing password


This happens to everyone so don’t worry, just follow the below link and click ‘Forgotten sign in details / access suspended?’ and follow the instructions
on the screen.

Reset your password

Are you an existing share dealing customer but not online registered?

Join us online for reduced dealing commission!

I want to be online

How long will it for my money to be available to invest?

 - I'm funding by debit card

Available straight away.

 - I’m funding by direct debit

Available within 2 working days.

 - I’m funding by cheque

Available within 2 working days. If you decide to pay by cheque please write your full name and account code on the reverse to ensure we can process your payment correctly.

 - How long will it take for money I’ve withdrawn to arrive in my bank?

Available within 3 working days.

If you’d like to withdraw your money by cheque we will send you one out by post on the day of your request.

Please note, there is an administration charge of £12.50 for this service.

Problems with our online service

If you are experiencing problems viewing or accessing our share dealing service online, please use this guide to help you resolve any issues.
It is important to check these details regularly to ensure your full internet facility, not just our site, runs faster and more efficiently. Feedback from our customers has confirmed that in the majority of cases, this checklist alone resolves their problem.

Frequently asked questions:

  1. The dealing page isn't loading

    The dealing page isn't loading

    Q) The 'Deal now' page is not loading properly and I am unable to place a trade?

     A) This may be caused by JavaScript being disabled on your internet browser. Please see the content below and complete the following actions depending on your internet browser.

    Firefox
    1. On the Tools menu, click Options
    2. Click the Content tab at the top of the box.
    3. Check the box next to 'Enable JavaScript‘
    4. Click OK.

    Internet Explorer
    1. Open Internet Explorer
    2. On the Tools menu, click Internet Options.
    3. On the Security tab, click Internet.
    4. Click Custom Level.
    5. Scroll down to Active scripting.
    6. Click Enable (or Prompt).
    7. Click OK.
    8. Click Yes.
    9. Click OK.

    Safari
    1. Open Safari
    2. On the Safari menu, click on Preferences.
    3. Click the Security icon.
    4. Click on Enable JavaScript next to the Web Content section if it is not checked.
    5. Close the Preferences window.
    6. Close and restart Safari.

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  2. I've got problems with my username and password

    When you set up your own password and security questions, be aware that these are all case sensitive, so when signing in on the main site, you will need to enter them exactly as you did when you set them up. Make sure to use standard characters and numbers - please avoid using commas, hyphens, full stops and other punctuation. Also be aware that there is a limit of 20 characters - please ensure all details you enter are within this limit.

    Certain types of web browser and the options people choose for their browser settings have been found to limit accessibility to our website in some cases. This can include sign-in issues, and not being able to view/use all parts of the site. Therefore we would be grateful if you could try using a different web browser.

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  3. Internet Banking and share dealing won’t work at the same time

    If you use online banking in addition to online share dealing, we have found that problems can occur if you are using both sites at the same time e.g. in a different window. Please log out of your online banking profile before going to the share dealing online site. It sometimes helps to go directly to www.bankofscotlandsharedealing-online.co.uk if there are problems following the link from the main site.

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  4. Why do we have a separate website to banking?

    Since we launched our Share Dealing Online Service in October 1999, we’ve grown to become one of the UK’s leading stockbrokers. Over the past 10 years we’ve also extended the site to bring you extra benefits like access to international markets, Funds trading, specialised dealing options and Marketwatch. We moved to our own website on the 23rd August 2010 so that we can broaden our online services to bring you even more benefits. This website will help us stand out from the crowd and continue to lead the way in online stock broking.

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  5. How to best use share dealing online

    Please make sure you always click with the mouse. It has been found that if you press 'return' after inputting details or navigating through the site (rather than clicking with the mouse), this can cause errors in some cases.

    Before you start your application please make sure you have the following information to hand:

    • Your address details for the last three years
    • Your debit card and the sort code and account number of the corresponding bank account. (Credit cards are not accepted)

    We will request funding immediately from this account during the registration process so it must contain available funds plus an additional £1 will be referred, but not debited from your account.

    Your National Insurance Number (required if applying for a Stocks and Shares ISA or SIPP). If you don't have a NI number or you have a temporary number please contact us on 0345 606 11 88.

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Need a little more help registering your account online or opening a new account?

  1. What do I need to open an account?

    To open an account you must be:

    • 18 years of age or over
    • A resident in the UK, Jersey, Guernsey or the Isle of Man or performing duties as a crown employee serving overseas. For an ISA you must be resident in the UK, not including the Isle of Man or the Channel Islands.

    Please note, you must inform us if you cease to be resident in the UK, Jersey, Guernsey or the Isle of Man.

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  2. What happens if my application is referred?

    When you apply online for a share dealing account and your application is successful you will be given a Share Dealing Personal Reference Number (PRN) and Account Number on screen together with an online username. If you are not given these details on the final registration screen, your application has been referred to us for further assessment. Depending on the nature of the referral, this can take a few days to process but we will be in contact with you for any further information we require to complete your application.

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Can't find what you're looking for?


You can call us on 0345 606 11 88.

If you are experiencing problems viewing or accessing our share dealing service online, please use this guide to help you resolve any issues.

It is important to check these details regularly to ensure your full internet facility, not just our site, runs faster and more efficiently. Feedback from our customers has confirmed that in the majority of cases, this checklist alone resolves their problem.

If you use online banking in addition to online share dealing, we have found that problems can occur if you are using both sites at the same time e.g. in a different window. Please log out of your online banking profile before going to the share dealing online site. It is also advisable to go directly to www.bankofscotlandsharedealing-online.co.uk, rather than following the link from the main site.

When you set up your own password and security questions, be aware that these are all case sensitive, so when signing in on the main site, you will need to enter them exactly as you did when you set them up. Make sure to use standard characters and numbers - please avoid using commas, hyphens, full stops and other punctuation. Also be aware that there is a limit of 20 characters - please ensure all details you enter are within this limit.

Certain types of web browser and the options people choose for their browser settings have been found to limit accessibility to our website in some cases. This can include sign-in issues, and not being able to view/use all parts of the site. Therefore we would be grateful if you could try using a different web browser.

Internet Browsers

Update your browser to the most recent version; please refer to your browser supplier website to do this

Also complete the following:

1. Delete all Temporary Internet Files
2. Ensure that your browser is set to accept Cookies
3. Add our site to your 'Trusted Sites' list
4. Enable JavaScript
5. Disable Browser Add-ons

You may need to speak to your Internet Service Provider for assistance.

The Next Steps

Whilst it is normally fine under most circumstances to quickly access our site using 'Favourites', if you experience any errors in using our site suddenly, then please navigate to our website by manually entering the web address www.bankofscotlandsharedealing-online.co.uk into the address bar on your browser. Please ensure that you are not entering this address into any 'Toolbars' that you may have added, such as Google or Yahoo! If the fault persists please try a different PC - if you have access to one, such as a laptop or at work. Should that not be possible, or prove unsuccessful, please visit your local Bank of Scotland branch and try to register or sign in at the 'Click & Call' facility provided. We have found this sometimes resolves the issue, and you may be able to register or sign in without further delay when you use your own PC again.

How to let us know if you still have problems

In the event that the above actions are not effective, you can call our online helpdesk on 0345 606 1188. If you need to call us from abroad, you can call us on +44 (0) 113 292 0805.

Alternatively, you can email us direct at sharedealing@bankofscotland.co.uk

Please include the following information:

  • Your contact telephone details (morning and evening)
  • The date and time on which the problem occurred
  • Step by step specifics about the actions you were taking on the site at the time
  • The URLs (the full contents of the address bar) of all of the pages visited including the page where the problem occurred
  • Details of the exact wording of the error messages displayed
  • Your operating system (e.g. Windows 7/8/9, iOS (for mac users))
  • The name of the web browser that you are using, e.g. Internet Explorer 9, Mozilla Firefox 5 etc.
  • Your Internet Service Provider (ISP)

The Bank of Scotland Share Dealing Customer Support Team is responsible for assisting customers whose difficulties have not been fixed quickly. They will investigate your issues as a matter of priority and contact you with an update as soon as possible.