Our share dealing services

We have a variety of services that can help you trade - whether you want market research and price alerts or trading tools that will help you to manage risk

Standard dealing

You can deal online and by phone in shares on the London Stock Exchange, AIM, and six markets in Europe and North America. You can also deal in unit trusts, open-ended investment companies, investment trusts and exchange-traded funds. And you can deal by phone in UK government gilts and corporate bonds. The commission we charge you will depend on whether you deal online or by phone and the frequency of your dealing.

In addition to the UK stock market you can trade in shares on the:

  • New York Stock Exchange
  • NYSEAmex
  • Frankfurt Stock Exchange
  • Milan Stock Exchange
  • Paris, Amsterdam and Brussels exchanges (Euronext)

Find out more about our rates and charges

Important information about international trading

Please bear in mind that our share dealing service does not provide advice. If you are in any doubt about making your own investment decisions it’s best to seek advice from a suitably qualified financial adviser. Always remember that the value of an investment, and the income you get from it, can go down as well as up. There is a chance you will get back less than you originally invested.

To learn more about risk, please read our guide on understanding risks.

If you trade eight or more times in one calendar quarter then you will qualify for a discounted trading rate for any further trades in that calendar quarter. We consider the end of each calendar quarter as: 31 March, 30 June, 30 September and 31 December.

For example: if during the course of one calendar quarter you trade six times within your Share Dealing ISA and two times within your Share Dealing Account, then you will be entitled to the frequent trader discount for any further trades in that calendar quarter. Standard rates will resume at the beginning of the next quarter.

The Frequent Trader charge does not apply to trades placed in funds, OEICs, unit trusts or certificated shares.

Find out more about our frequent trader rates and charges

Premier and Private Banking customers

If you are a Premier or Private Banking customer you can benefit from our reduced dealing commission rates for trades online or by phone, and a reduced account administration charge.

In order to receive the discounted rate, you will need to enter a promotional code which will be provided with your Premier Account Welcome Pack or by your Private Banking Relationship Manager.

Premier and Private Banking customer rates and charges

You can use our TradePlan service to arrange to buy or sell a share when it reaches a ‘trigger’ price that you set. It won’t cost you anything to set up a TradePlan, but any trade you make will be charged at the usual rate. There are several types of TradePlan you can use:

Limit Order

You set the price at which you want to buy or sell and we will execute the trade. There are two types:

  • Limit Sell Order: An instruction to sell when a share price rises to the level you've specified.
  • Limit Buy Order: An instruction to buy if a share price falls to the level you've specified.

Stop Loss

You set the price at which you want to sell, otherwise know as the ‘trigger’ price. It’s a way to cap losses if the price of the share you own is falling. Your instruction to sell a share will be carried out if the price falls to your specified price. However, we cannot guarantee that the deal will go through at the price you set. When the share price reaches your target price, we will carry out your order to sell, but that order will go into a queue. The actual price the deal is done at may be higher or lower than the trigger price.

Target Setting

This is a combination of a Limit Sell Order, which sells at a higher price, and a Stop Loss, which sells at a lower price.

Range Trading

This is combination of a Limit Buy Order, which buys at a lower price, and a Limit Sell Order, which sells at a higher price.

Price Locking

This is a Stop Loss that automatically adjusts your stop price when a share price rises. However, we cannot guarantee that the deal will go through at the price you set. When the share price reaches your target price, your order will go into a queue to be dealt. The actual price the deal is done at may be higher or lower than the ‘trigger’ price.

A regular investment plan is a cost-effective way of buying shares. You pay just £1.50 commission per deal and you can invest from just £20 per month. The value of each deal must be at least £5. You can either:

  • set-up an investment plan to purchase shares every month
  • or place individual planned trades on one of four set dates each month.

A regular investment plan can only be used to buy shares, not to sell them. If you sell, the standard commission charges will apply - even if you bought those investments using a regular investment plan.

You can use our dedicated market research centre to look up share prices and charts, past performance and company news including:

UK Equity Centre – access to charts, performance, stock screener, top performers and heat maps.

International Equity Centre – access charts performance tables and heat maps.

Funds Centre – research by fund manager or sector. Use fund screener tools and look out for our fund offers.

Investment Companies – research information, company news or use screener tools for investment trusts and ETFs (Exchange-traded funds).

News – catch up on the latest company or regulatory news.

Analysis Centre – access to broker views, director dealing, results and company dealing.

Education Centre – use our guides to understand the principles of investing.

You can also set up share price alerts by email for up to five stocks using our integrated Watchlist tool. You can either choose RNS (regulatory news service) information or alerts when your stock reaches a set price.

Visit lloydsbankmarketwatch.co.uk

Download free annual and interim reports directly from Precision IR.

Visit orderannualreports.comto order company annual reports

Important legal information

The Lloyds Bank Direct Investments Service is operated by Halifax Share Dealing Limited. Registered Office: Trinity Road, Halifax, West Yorkshire, HX1 2RG. Registered in England and Wales no. 3195646. Halifax Share Dealing Limited is authorised and regulated by the Financial Conduct Authority, 25 The North Colonnade, Canary Wharf, London, E14 5HS under registration number 183332. A Member of the London Stock Exchange and an HM Revenue & Customs Approved ISA Manager.

Important share dealing information