Help and guidance

We’ve answered our most commonly asked questions, if you don’t find the answer to your question you can always speak to us.

We’re making it easier to view and access your Share Dealing account.

Find out more on how to do this in Internet Banking

What type of customer are you?

To help find you the most relevant and supportive answers, we’ve separated out the most frequently asked questions into two sections – simply click on the link which is most relevant to you.

I already invest with Lloyds

I already invest with Lloyds

Helpful if you want help with managing your account, bereavement support, questions about trading or corporate events.

Help and support

Just signed up?

Just signed up?

Helpful if you want support with your application, transferring to us or finding out more about our charges.

Getting started

Trade in funds for less

You can buy and sell funds online for just £1.50 commission. Using our Funds Centre you can search and compare over 2,500 funds to help find the right fund for you. If you are looking for a simple way to add to your portfolio, you can view our Select List of funds which are independently selected by FE fundinfo.

Search for funds

Contact us

If you can’t find what you’re looking for and would like to speak to us, you can use our easy to use Web Chat service to speak to us online, alternatively you can contact us by phone.

Bereavement support

We’re here to provide practical help on investments when you’ve lost someone close to you.

Do you want to trade US shares?

If you’re looking to trade international shares you’ll need to complete a couple of forms, we explain what you need to do to get started on our international trading page.

How to trade US shares

Understanding Capital Gains and Tax on Dividends

Your allowances are changing. Help and support about the changes can be found in our FAQs

More about Tax Changes

Important information

You can find important information about our accounts, services, including our policies, our Terms & Conditions and more information on Lloyds Bank.

Individual Client Segregation (ICS)

As part of regulatory obligations we are required to offer an Individual Client Segregation (ICS) service. This means you can choose to hold eligible assets in a segregated individual account, at the Central Securities Depository (CSD), as opposed to grouped together with all other customer accounts, which is our default option. There is an additional initial charge of £1,000 and an annual charge of £6,500 per year on top of the usual account charges.

Learn more about the service

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 under registration number 183332. A Member of the London Stock Exchange and an HM Revenue & Customs Approved ISA Manager.

Important share dealing information