Managing your account online is quick and easy
You can manage many aspects of your accounts online without needing to fill in forms. Simply click on the name of the account you would like to make changes to and then the name of the action you wish to carry out.
If you're not yet registered, you can register to view your accounts online.
| Online | By post | |
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| Change your address |
 Online
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| Change your name |  Online |
 Print a form
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Update your personal details
(including your email address, date of birth and phone number) |
Online
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| Nominate a new bank account |
Online
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| Place a deal | Online |
- Investments can go up and down in value so you could get back less than you put in. Any income your investments pay can change over time.
- Tax rules for ISAs can change, and their benefits depend on your circumstances.
- An HL ISA is for people comfortable choosing their own investments. If you’re not sure which investments are right for you, please ask us about financial advice. There’s no personal advice on our website.
By opening an HL ISA, you agree to our terms, so please make sure you’ve read and understood our: ISA Declaration, Terms and Conditions with Tariff of Charges (PDF), Key Features (PDF) and the risks. Please contact us if you have any questions.
You can open a Stocks and Shares ISA in minutes. Before you apply please ensure you have your National Insurance number to hand. You can open your ISA with a lump sum or save monthly from as little as £25 per month.
Hargreaves Lansdown Workplace Stocks and Shares ISA Declaration
I confirm that I am applying to open a Workplace Stocks and Shares ISA offered by Hargreaves Lansdown in conjunction with my employer. I have read in full, agreed to and retained a copy of the joining pack for the Workplace ISA.
I apply to open and/or make subscriptions to a Stocks and Shares ISA for the tax year 2024/2025 (the first tax year to which this declaration relates) and this declaration shall have effect for any subsequent year in which I make a subscription to this Stocks and Shares ISA.
I declare that:
I am aged 18 years or over and that I have not subscribed, and will not subscribe, more than the overall subscription limit in total to any permitted combination of ISAs in the same tax year.
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 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 Hargreaves Lansdown 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.
Any money subscribed to this ISA is my own personal money.
I authorise Hargreaves Lansdown as my ISA manager to:
- Hold my cash subscriptions, ISA investments, interest, dividends and any other rights or proceeds in respect of those investments and any other cash; and
- Make on my behalf any claims to tax relief from tax in respect of ISA investments.
I also declare that:
- If I leave the employer, through whom the Hargreaves Lansdown Workplace ISA has been made available to me, I understand that an individual Hargreaves Lansdown Stocks and Shares ISA will be set up for me.
- I authorise my employer to deduct from my earnings any ISA subscriptions I have chosen to make via payroll.
- I accept that when trading within the Workplace ISA, Hargreaves Lansdown will send my employer copy contract notes if they are required to do so by the contractual and regulatory rules applicable to my employer.
The declaration and the information I will give in my application is correct to the best of my knowledge and belief and shall be the basis of the contract between me and Hargreaves Lansdown. I will notify Hargreaves Lansdown without delay of changes to these particulars. I confirm that I have not received advice from Hargreaves Lansdown regarding the suitability of the HL Stocks and Shares ISA or any aspect of this investment.
- The HL SIPP is a type of pension for people who want to choose their own investments without advice. Our website doesn’t give personal advice. If you’re not sure which investments are right for you, please ask us for advice.
- Investments should be made for the long term. They can go up and down in value so you could get back less than you put in. The income your investments pay may change over time.
- Once your money is in a pension, you can’t usually take it out until you’re 55. Or 57 from 2028. Up to 25% is usually tax free and the rest is taxed as income.
- Tax rules can change and the tax relief you get is based on your circumstances.
- If you’re transferring a pension, check you won’t lose any benefits or have to pay excessive leaving fees.
Please read the HL SIPP declaration, Terms & Conditions (including tariff of charges), Important Investment Notes and the SIPP Key Features (including the transfer and contribution checklists and common transfer declaration) carefully. By applying for our services you agree to be bound by our terms so it is important you understand these documents; please contact us if you have any queries.
I confirm I am applying to join the HL SIPP. I agree to be bound by the Scheme Rules, and acknowledge that these have been made available to me by Hargreaves Lansdown.
I confirm that I will be a relevant UK individual in any tax year in which personal contributions are paid.
I declare that the total contributions that I will make to the HL SIPP and any other Registered Pension Scheme where I am entitled to relief under Section 188 of the Finance Act 2004 will not exceed the higher of:
- The basic amount (currently £3,600) or
- 100% of my Relevant UK Earnings (within the meaning of section 189 of the Finance Act 2004) for that tax year.
This declaration and the particulars given in this application are, to the best of my knowledge and belief, correct and complete.
If an event occurs which means that I will no longer be entitled to relief under to Section 188 of the Finance Act 2004, I will inform Hargreaves Lansdown Asset Management by 5th April of the tax year in which the event occurs or 30 days after the event if later.
If I make a contribution, of which part or all is not eligible for tax relief, I will notify you separately on or before the date of the contribution. I will advise Hargreaves Lansdown Asset Management Ltd, in writing, within 30 days if I cease to be a United Kingdom resident.
I have not received advice from Hargreaves Lansdown regarding the merits of entering into, or the suitability of any aspect of the HL SIPP unless that aspect has been covered under a separate agreement for individual advice from a Hargreaves Lansdown Financial Adviser. If I have any doubts I will seek personal advice, in particular regarding the merits of the various pension options I may have available to me now and in the future.
I allow Hargreaves Lansdown to process my application using the information provided. This declaration and any other declaration made by me in connection with this application shall be the basis of the contract between me and Hargreaves Lansdown Asset Management Ltd.
I confirm I have not registered with HM Revenue and Customs for pension protection.
| New investment | Online | By post |
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| Open a SIPP |
Online
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| Top up a SIPP |
Online
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| Transfer into the SIPP |
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| Transfer into your existing SIPP |
Online |
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| Set up employer contributions to the SIPP | Online |
Print a form
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| Place a deal | Online |
- All investments should be regarded as for the long term because they can go down in value as well as up, so you could get back less than you invested. Any yield is variable and not guaranteed.
- Nothing on the website should be regarded as personal advice so if you have any doubts as to the suitability of an investment for your personal circumstances please contact us for written advice.
- By proceeding you confirm that, for tax purposes, you are solely resident in the United Kingdom and that you are not a citizen of the USA. If you cannot agree to this declaration please contact us.
- Please read the Fund and Share Account declaration, Terms and Conditions, Important Investment Notes and Key Features carefully. By applying for our services you agree to be bound by our terms so it is important you understand these documents; please contact us if you have any queries.
| New investment | Online | By post |
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| Open a Fund and Share Account |
Online
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| Top up a Fund and Share Account |
Online
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| Transfer into the Fund and Share Account |
Online
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| Place a deal | Online |
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| Internal stock transfer | Online |
Print a form
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- Investments can go up and down in value so you could get back less than you put in.
- Tax rules for Junior ISAs can change, and their benefits depend on your circumstances.
- Once money is in the HL Junior ISA, the money can’t usually be taken out until the child’s 18th birthday.
- An HL Junior ISA is for people comfortable choosing their own investments. If you’re not sure which investments are right for you, please ask us about financial advice. There’s no personal advice on our website.
By opening a Junior ISA, you agree to our terms, so please make sure you’ve read and understood our: Terms and Conditions with Tariff of Charges (PDF), Key Features (PDF) and the risks. Please contact us if you have any questions.
| Managing your account | Online | By post |
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Change the bank account for monthly payments (for existing monthly payments only, please use the 'New Investment' forms below to start a new monthly payment plan) |
Online |
Print a form
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| Change the registered contact | Online |
Print a form
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Amend a monthly payment plan (for existing payments only. Please use the 'New Investment' forms below to start a monthly payment plan) |
Online |
Print a form
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| New investment | Online | By post |
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| Open a Junior ISA |
Online
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| Top up a Junior ISA |
Online
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| Place a deal | Online |
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| Transfer to the Junior ISA | Online |
Print a form
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- All investments should be regarded as for the long term because they can go down in value as well as up, so you could get back less than you invested. Any yield is variable and not guaranteed.
- Nothing on the website should be regarded as personal advice so if you have any doubts as to the suitability of an investment for your personal circumstances please contact us for written advice.
- By proceeding you confirm that, for tax purposes, you are solely resident in the United Kingdom and that you are not a citizen of the USA. If you cannot agree to this declaration please contact us.
- Please read the Fund and Share Account declaration, Terms and Conditions, Important Investment Notes and Key Features carefully. By applying for our services you agree to be bound by our terms so it is important you understand these documents; please contact us if you have any queries.
- To transfer shares held with Link, Computershare or Equiniti first complete their own transfer form from the list below.
- Link, Computershare and Equiniti may charge a fee for the transfer. Please check with them before returning your form to us.
- Return your form to us with a cheque (if applicable) and a Fund and Share transfer form.
| Transfer into the Fund and Share Account |
Print a form
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Link Financial Managers (formerly Capita)
| Equity name | Required forms |
|---|---|
| Legal & General Group |
Print a form
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| Saga |
Print a form
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| Smithson Investment Trust |
Print a form
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Computershare
Equiniti
Share certificates
To transfer share certificates, you need to have a HL Fund and Share Account. If you do not already have a HL Fund and Share Account, please find out more. Once your HL Fund and Share Account is open please complete a CREST transfer form to transfer your share certificates.
- Investments can go up and down in value so you could get back less than you put in. Any income your investments pay can change over time.
- Tax rules for Lifetime ISAs can change, and their benefits depend on your circumstances.
- An HL Lifetime ISA is for people comfortable choosing their own investments. If you’re not sure which investments are right for you, please ask us about financial advice. There’s no personal advice on our website.
- You must be between 18 and 39 years old to open a Lifetime ISA.
- The bonus will be paid within 4 to 9 weeks of the contribution.
- You can withdraw money from your Lifetime ISA for an eligible house purchase, from age 60 or during terminal ill health. You must have held a Lifetime ISA for at least 12 months after the first payment before you can make an eligible house purchase.
- If you withdraw money for any other reason, you’ll have to pay a 25% government withdrawal charge. This will be charged on the full withdrawal amount, so you could receive less than you have paid in.
- If saving in a Lifetime ISA instead of enrolling in, or contributing to, a qualifying pension scheme, occupational pension scheme, or personal pension scheme: (i) You may lose the benefit of contributions by an employer (if any) to that scheme; and (ii) Your future entitlement to means tested state benefits (if any) may be affected.
By opening a Lifetime ISA, you agree to our terms, so please make sure you’ve read and understood our: Lifetime ISA declaration, Terms and Conditions with Tariff of Charges (PDF), Key Features (PDF) and the risks. Please contact us if you have any questions.
You can open a Lifetime ISA in minutes. Before you apply please ensure you have your National Insurance number to hand. You can open your Lifetime ISA with a lump sum of £100 or more, or save monthly from as little as £25 per month.
For your own benefit and protection you should read our Terms & Conditions carefully before committing to an investment. If you do not understand any point please ask us for further information.
I apply to open and/or make payments to a LISA for the tax year 2024/25 and this declaration shall have effect for any subsequent year in which I make a payment to this LISA, except that after the account has been opened the reference to age 40 below is deemed to be age 50. I have read, agreed to and retained the Terms and Conditions, the Important Investment Notes and Key Features of the HL LISA and my chosen investment as well as all costs and charges and, where available, the Key (Investor) Information Document provided to me on paper or via www.hl.co.uk.
I declare that:
- All subscriptions of money made, or to be made, belong to me and that I am 18 years of age or over and either under the age of 40 or the account is being opened to receive a transfer of subscriptions from another LISA, a defaulted LISA subscription or a returned withdrawal after a failed first time residential purchase.
- 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 made, and will not make, current year payments which exceed the LISA payment limit. I have not made, and will not make, current year payments to another LISA in the same tax year that I make current year payments to this LISA.
- (Other than for accounts opened to receive investments from another LISA, a defaulted LISA subscription or a returned withdrawal after a failed first time residential purchase) I’m a UK resident for tax purposes or, if not so resident, either perform duties which, by virtue of Section 28 of Income Tax (Earnings and 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 HL 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.
I authorise Hargreaves Lansdown to:
- Hold my payments, LISA investments, interest, dividends and any other rights or proceeds (including any government bonus) in respect of those investments and cash;
- Make on my behalf any claims to relief from tax in respect of LISA investments;
- Submit LISA bonus claims to HMRC on my behalf;
- Withhold and deduct from a balance in the LISA and pay to HMRC any charges due to withdrawals or any wrongly paid amount of LISA bonus; and
- Make a record in writing in accordance with Regulation 12B paragraph (9)(a) of the Individual Savings Account regulation where that paragraph requires Hargreaves Lansdown to do so.
The declaration and the information I will give in my application is correct to the best of my knowledge and belief and shall be the basis of the contract between me and Hargreaves Lansdown. I will notify Hargreaves Lansdown without delay of changes to this information. I confirm that I have not received advice from Hargreaves Lansdown regarding the suitability of the Hargreaves Lansdown LISA or any aspect of this investment.