Make the most of your investment decisions with our tools and services.

What is a TradePlan?

A TradePlan will place orders on the stock market automatically; this will only happen when an investment reaches the share price that you set it to either buy and/or sell at.

What are the benefits of a TradePlan?

A TradePlan can help you take control of risk and make the most of the rise and fall of the stock market, without having to keep a constant eye on share prices.

What type of TradePlans do you offer?

Limit Order - sets a price above which you will not buy, or below which you will not sell a stock.

Stop Loss* - sets a price to sell shares which is lower than the current price. Stop Losses are usually used to protect you from sharp falls in a share price.

Target Setting - a combination of a Limit Order to sell at a higher price than the current price, and a Stop Loss order to sell at a lower price than the current price. Target Setting can help you maximise profits when share prices rise and protect against losses when they fall.

Range Trading - specify the prices which you wish to buy and sell a particular stock. It's a combination of two Limit Orders, one to buy shares at a lower price than the current price, and one to sell them at a higher price.

Price Locking* - an intuitive Stop Loss which automatically adjusts your stop price to lock in rises when shares climb to protect you from a sharp fall.

*Our Stop Loss and Price Locking facilities do not use a guaranteed stop loss. When the share price reaches your target price, your order will go into a queue to be actioned. This means that the price dealt may, on occasion, be either higher or lower than the trigger price.

How do I set up a TradePlan?

You can find our TradePlans within the ‘Dealing’ section of the website once you’re logged in. You can amend or cancel a TradePlan order at anytime before it expires. Please note, TradePlan is only available on CREST eligible UK investments.

How much does a TradePlan cost?

Each TradePlan you set-up costs £2 and if a trade is executed then we’ll reduce the dealing commission on that trade by £2 per trade.

Example - if you place a TradePlan order online, you will pay £2 when the TradePlan is set-up and if the trade executes you will pay £3 dealing commission.

A charge of £2 will be made each time you amend the TradePlan. If your TradePlan expires before it has been executed then the £2 charge will not be refunded. You can cancel a TradePlan at any time without an additional charge.

Do you have a Stocks and Shares ISA or a SIPP?

If you set-up a TradePlan within our Stocks and Shares ISA or SIPP then we’ll waive the £2 set-up fee. The usual dealing commission will still apply on any completed order.

Your investment options

Have a look at our stock market information page to find out what you can trade with IWeb and additional detail on the markets you can trade on.

Investment options

Risk warning

Please remember that the value of an investment and the income from it can go down as well as up and you may get back less than you invested.

We don't provide advice so if you are in any doubt about making your own investment decisions we recommend you seek advice from a suitably qualified financial adviser.

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Not found what you're looking for?

Have a look at our help pages if your question is a little more specific, or alternatively you can always speak to us.

The IWeb Share Dealing Service is operated by Halifax Share Dealing Limited. Halifax Share Dealing Limited. Registered in England and Wales no. 3195646. Registered Office: Trinity Road, Halifax, West Yorkshire, HX1 2RG. Authorised and regulated by the Financial Conduct Authority, 25 The North Colonnade, Canary Wharf, London, E14 5HS under registration number 183332. A Member of the London Stock Exchange and an HM Revenue & Customs Approved ISA Manager.