Just signed up?
We can help you with any questions about your application, our charges, how your account is managed, or how to transfer investments to us.
What are you looking for?
- Entering a temporary password
- Providing additional ID documents
- Transferring investments to us
- Our charges
- Our investment options
- Finding your Investment ISA or Investment Account in Internet Banking
- Finding your Share Dealing Account in Internet Banking?
Do you need to provide additional documentation to us?
We always attempt to complete ID checks electronically, however sometimes this isn’t possible and you’ll need to provide valid original or certified documents to open your account.
When this happens you‘ll need to send us one document from the proof of identity list and one document from the proof of address list. All documents must be valid original or certified documents.
All documents must be current as we cannot accept expired documentation.
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You can certify your documents in any Halifax, Lloyds Bank or Bank of Scotland branch, or by a lawyer or accountant who is a member of a recognised professional body.
If you’d like a lawyer or accountant to certify your documents:
- We must be able to locate the certifier by name.
- The individual who is certifying your document(s) must state, 'I have seen the original document and I certify this to be a true copy of the original'.
- They should also sign, print their name and date the copy.
- They should state their professional capacity and apply their branch or practice stamp as appropriate.
- All certified documents must be printed on letter headed paper.
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- Passport - (Passports not from the UK/EU/EEA require a valid visa)
Or:
- UK photo driving licence
Or:
- Full paper driving licence.
- EU/EEA driving licence with photograph and signature; this must be issued by a member state of the EU/EEA.
- Northern Ireland voters card.
- EEA or equivalent jurisdiction National Identity Card with photograph and signature.
- UK Benefits / State Pension Notification letter dated within the last 12 months. This must be from an official source i.e. Job Centre Plus, Department for Work and Pensions / Local Authority confirming the rights to a benefit.
- HM Revenue and Customs Tax Notification issued within the last 12 months. This must be a HMRC Tax Notification i.e. statement of account, notice of coding relating to the current year. We CANNOT accept P45’s or P60’s.
- UK Blue Disabled Drivers Pass. This must contain passport sized photo, name, signature, expiry date and issuer details.
- Biometric Residence Permit issued by Home Office.
- Firearms certificate.
- Passport Card (Ireland).
- UK Military card (known as MOD90). Only acceptable for current serving personnel.
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- Utility bill (dated within the last 6 months)
Or:
- Council tax demand letter / statement (dated within the last 12 months)
Or (we cannot accept any of the below if you’re also using it for proof of identity):
- UK photo driving licence.
- UK full paper driving licence.
- EU/EEA driving licence with photograph and signature; this must be issued by a member state of the EU/EEA.
- Bank or Building Society Statement. This must be issued by a regulated financial sector firm in the UK, EU or equivalent jurisdiction and dated showing transactions within the last 6 months. Statements showing interest only, carry forward balances or ISA statements CANNOT be accepted.
- Mortgage statement. This must be issued by a regulated financial sector firm in the UK, EU or equivalent jurisdiction and dated within the last 12 months.
- HM Revenue and Customs Tax Notification issued within the last 12 months. This must be a HMRC Tax Notification i.e. statement of account, notice of coding relating to the current year. We CANNOT accept P45’s or P60’s.
- UK Benefits / State Pension Notification letter dated within the last 12 months. This must be from an official source i.e. Job Centre Plus, Department for Work and Pensions / Local Authority confirming the rights to a benefit.
- Solicitors’ correspondence confirming a house purchase in the last 3 months and dated within the last 3 months.
- Local Council Rent/Card/ Statement – The Rent card / statement must be issued by the Local Council Authority and include your name and residential address. It must have also been updated in the last 3 months.
Once you’re ready to send your documents to us, please send these to the address below. We recommended using recorded delivery (and we will also return all original documents by recorded delivery).
Customer Registration and Support
Lloyds Bank Share Dealing
Lovell Park Road
Leeds
LS1 1NS
Find your Investment Account or Investment ISA In Internet Banking
If you’ve got a Ready-Made Investment and you’re struggling to find it within Internet Banking then please follow the below steps.
Step 1: Login to Internet Banking.
Step 2: Scroll past all other Lloyds Bank accounts until you see ‘Your investments and pensions’.
Step 3: Click on the + icon to see your account and then click on ‘Online Investments’ to view your account.
If you’re can’t find what you’re looking for then please contact us.
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.