Moving cash into your Share Dealing ISA

If you’d like to transfer money from your Share Dealing Account into your Share Dealing ISA then you may be able to do this online.

We can only transfer money into an active ISA. Please confirm that you’re happy to agree to the below Share Dealing ISA declaration before completing the form.

ISA Declaration

I declare that:

  • All subscriptions made, and to be made, belong to me;
  • I am 18 years of age or over;
  • I have not subscribed, and will not subscribe, more than the overall subscription limit in total to any combination of permitted ISAs in the same tax year.
  • I have not subscribed, and will not subscribe, to another share dealing ISA in the same tax year that I subscribe to this share dealing ISA, and;
  • I am resident in the United Kingdom for tax purposes or, if not so resident, either perform duties which, by virtue of Section 28 of the Income Tax (Earnings & Pensions) Act 2003 (Crown employees serving overseas), are treated as being performed in the United Kingdom, or I am married to, or in a civil partnership with, a person who performs such duties. I will inform Halifax Share Dealing Limited if I cease to be so resident or to perform such duties or be married to, or in a civil partnership with, a person who performs such duties.

Important details at a glance

  • Money which is settled (showing as ‘Available to withdraw’), should be transferred to your ISA within 1 working day.
  • Money which is unsettled (showing as just ‘Available to invest’) can only be transferred to your ISA once your trade has settled. If you submit this form, we will transfer the money on your trade’s settlement day and we will endeavour to make it available in your ISA within 1 working day.
  • If your available headroom is less than the amount you have asked to transfer, we will only transfer the maximum allowed.
  • If you are transferring money ahead of tax year end, the proceeds of any trades completed after Tuesday 30th March will be unavailable to transfer until the 2021/22 tax year. You can still call us to complete a sale and repurchase until Thursday 1st April.
This should match your passport
Day
Month
Year
You can find this on your statement, or at the top of most of our Share Dealing online pages. It’s 9 characters long and starts with the letter L.
£
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