I already invest with Lloyds Bank
If you are an existing customer and have questions about managing your account, we can help.
Get to know your Share Dealing account
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Funding your account is simple:
- Log in to your account and select ‘fund and withdraw’ from ‘account management’ in the navigation menu.
- Select ‘Transfer money in’ from your chosen account.
- Add the amount you want to deposit and select ‘continue’.
Note, if you want to change the payment account select ‘change payment details’.
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To withdraw money simply do the following:
- Log in to your account and select ‘fund and withdraw’ from ‘account management’ in the navigation menu.
- Select ‘withdraw money out to’ from your chosen account.
- Add the amount you want to withdraw and select ‘continue’.
You can only withdraw money to your bank which shows as 'available to withdraw’. Note, if you want to withdraw money from a recent sale your trade will need to be settled. You can find the settlement date on your dealing reference number.
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You can buy or sell investments in a few simple steps:
- Log in to your account and select ‘dealing’ in the navigation menu.
- Choose the type of investment and then select 'Buy' or 'Sell'.
- If buying, enter the ‘Stock Company Name’ or ‘Company Code’ and select the ‘Number’ or ‘Value’ of stock and select ‘Continue’.
- If selling, select the holding and enter the amount you want to sell.
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Regular investing allows you to top up your investments monthly:
- Log in to your account and select ‘regular Investments’ from ‘dealing’ in the navigation menu.
- Select ‘Investment plan’ and ‘add Investment’ then add the ‘Investment name’ or ‘company code’
- Choose the ‘amount’ to invest and review the charges. If happy select ‘continue’.
Managing your account
We explain how you can manage your share dealing account in our 3 minute video. It’s a quick guide to checking your valuation, transferring money or trading.
We’re making it easier to view and access your Share Dealing account.
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.