Historic investment accounts
Lloyds accounts
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This section is for customers with an E- investment account with an account number beginning with IL opened before 20/02/2023.
E-Investments accounts were moved to a Share Dealing Account or ISA from 12 September 2026. Read more about these changes, including a copy of your new terms and conditions.
We’ve included some useful documents and important information about E-investments accounts:
- KIID – Managed Growth Fund 2 (Cautious) (PDF, 212KB)
- KIID – Managed Growth Fund 4 (Balanced) (PDF, 114KB)
- KIID – Managed Growth Fund 6 (Adventurous) (PDF, 146KB)
- Terms and conditions (PDF, 461KB)
- Our Fund Range and Investments (PDF, 229KB)
You should save a copy for your records. -
Halifax accounts
A change to our family of brands
This change welcomes Halifax customers to Bank on Lloyds. We’re really glad you’re here.
For existing Lloyds customers, nothing changes to your accounts or services.
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If you hold a ShareBuilder, all the documents you need are below. Charges for the account are £36 a year Customer Admin Fee which covers an ISA, Share Dealing Account and ShareBuilder, Commission-free regular investing using our scheduled investment service, £9.50 dealing commission for real-time trades, full charges can be found on our charges page. You can log in to online share dealing to view your account. Please note, that we are currently not accepting new applications for ShareBuilders.
If you have closed your account and want to find out the details you can contact us.
These documents include all the important information about your ShareBuilder account:- ShareBuilder terms and conditions (PDF, 66KB). You should save a copy for your records.
- Share Dealing Account terms and conditions (PDF, 523KB). You should save a copy for your records.
- Order execution policy (PDF, 91KB)
- Data privacy notice
- Conflicts of interest (PDF, 131KB)
- Costs and charges (PDF, 80KB)
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Making banking easier
Lloyds is proud to be part of the same family as Halifax and Bank of Scotland. We’re introducing more ways you can manage any personal accounts you have with Lloyds, Halifax or Bank of Scotland in one place, using co-servicing. Whether that’s online through the apps and online banking, or with a colleague over the phone, or in a branch.
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.