Transferring your balance to a new account To make payments from your new account, you will need to set up a new payment instruction with your new bank. To redirect payments made to your account with us to your new account, you will need to contact the person or company that makes the payment and give them your new account details. Once you’ve retrieved all the information you need you can then print the page(s). Select Direct Debits and Standing OrdersĪll your regular payments including the person you are paying (recipient), amount, frequency and date last paid is displayed.įor any payments into your account or other information you may need you can click on ‘Search your Statement’ and search for any specific transactions or transaction types (NB: searches can go back several years but are limited to blocks of 90 day periods).Log in to Online Banking and select the appropriate account.Alternatively, you can follow these simple steps online: salary, dividends etc) and regular payments out of your account (Direct Debits, Standing Orders etc) either in branch or over the telephone. You can obtain information on all regular payments into your account (e.g. Obtaining information on your regular payments You can’t use the UK Current Account Switch Service to move your regular credits and debits to a bank account in another EU country, but we can provide you with information that will help you to move them yourself. Both people named can use the account benefits and features without needing the approval of the otherĪ request to remove someone from your bank account can be made in branch and will only be accepted where the account is in credit.Meaning that the financial situation of the other person on the account could affect your credit rating Credit reference agencies often create a financial link or association between people who have a joint account.Both people named on the account are individually and jointly responsible for any debts on the joint account.Student Current Account and Expresscash accounts cannot be made into joint accounts.Both account holders must be aged 18 or over.Looking to switch your joint account to us?Įnsure you add the other account holder to your new account before completing your switch Don’t forget to take identification and if the second person is not an existing Halifax customer they will need to provide identification - view acceptable forms of identification.Alternatively, make an appointment at your local branch. In busier periods when staff may not be immediately available, we’ll be happy to book an appointment for a later date. Visit us in branch and our staff will be happy to help.Open a joint account or add another person to an existing account Both account holders can also separately set up and manage Online Banking.Both account holders get a Visa debit card.Two people using one account - A simple way to share spends and see them on one monthly statement. ![]() Not all Telephone Banking services are available 24 hours a day, seven days a week. If you're a Halifax credit card customer you can pay your bill online or over the phone - 0345 720 3040 - 8am – 8pm, seven days a week. Our demo shows you how to view and delete a Direct Debit. You should always inform the organisation receiving the payments if you cancel a Direct Debit before final payment has been made. Once you have entered your password select the 'Confirm' button. At the confirmation screen you will be asked to enter your password to confirm your changes. Choose 'Manage direct debit' button under 'Direct debits & standing orders' section, then select the 'Cancel' button next to the Direct Debit you require cancelling. To cancel an existing Direct Debit select 'More Actions' on the account you need to manage. These need to be set up directly with the organisation you will be making payments to. You can set up Direct Debits to pay regular bills automatically, such as electricity bills or insurance through your bank account. Find out how to register for Online Banking. Online Banking makes transferring your money quick and easy. Making payments Transfer money with Online Banking
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