Just signed up?

If you're new to us and need guidance, we’ve got your back. Whether it’s completing your application, managing your account, finding our charges, or transferring, we're here to help you every step of the way.

What do you want to tackle first?

Charges

Curious about the charges for your new account?

Check out our charges

Transfers

Ready to transfer investments from other accounts?

How to transfer easily

Investment options

Want to explore the various investment options available?

See our investment options

Have we asked you to send your ID?

If we haven’t been able to do our ID checks electronically, we need original or certified documents to open your account. 

You’ll need to send us:

  • a document as proof of identity
  • another document as proof of address.

We can't accept expired documents.

Sending documents by email

Attach these three documents to an email and send to StockbrokingIDandV@lloydsbanking.com. Include your Personal Reference Number (PRN) in the email subject line. You can find your PRN by logging in and selecting Valuation and Statements in the right-hand menu.

The size of your email, including all attachments, must be under 20 MB.

You’ll receive an automated email response confirming receipt.

1. For proof of identity, a clear photo of one of these documents:

  • your driving license
  • passport open to the photo page, with a valid visa if applicable
  • a biometric residence permit, front and back.

2. A clear photo of you holding the document you’ve used as proof of identity. Make sure the photo:

  • shows your entire face with no obstructions, like sunglasses or a hat
  • shows your photo on your document.

3. For proof of address, a PDF or clear photo of one of these documents:

  • utility bill, dated within the last three months
  • bank statement, with nothing in the document crossed out, dated within the last three months
  • council tax bill dated within the last 12 months
  • mortgage statement dated within the last 12 months.

Please note, emails sent to Lloyds Banking Group are not secure before they reach our systems. This means they could be accessed by unauthorised persons. 

You should consider the risk to your personal and confidential information before communicating this way. Think carefully about whether you’re comfortable sending documents by email.

Sending documents by post

You can also send your ID documents by post.

You’ll need to send us two documents:

These documents need to be either certified copies or originals.

If you send us original documents, we’ll return them as soon as we’ve carried out our checks. This usually takes around two days.

Send your documents to:

Scottish Widows Share Dealing
12 Wellington Place
Leeds
LS1 4AP

Taking documents to a branch

You can also take the original documents into your local Halifax, Bank of Scotland, or Lloyds branch for copying, certifying and sending. 

The certifier in the branch must:

  • state "I have seen the original document, and I certify this to be a true copy of the original."
  • sign and print their name
  • date the copy
  • state their professional capacity
  • apply their branch or practice stamp as appropriate. 

Documents must be certified on each page.

Certifying documents and documents we accept

  • You can certify your documents in any Halifax, Lloyds or Bank of Scotland branch. You can also have a lawyer or accountant who is a member of a recognised professional body certify your documents.

    If a lawyer or accountant is certifying your documents, they must:

    • be identifiable by name
    • state, ‘I have seen the original document, and I certify this to be a true copy of the original’
    • sign, print their name and date the copy
    • state their professional capacity and apply their branch or practice stamp as appropriate.

    All certified documents must be on letter-headed paper.

  • We can't accept expired documents.

    • Passport with signature.
    • UK photo driving license, full or provisional, with signature and current address.
    • UK paper driving license, issued before 30 June 1998.
    • EU/EEA driving license, with photo and signature.
    • UK firearms or shotgun license.
    • EEA national ID card with photo and signature.
    • UK military ID (MOD90), for serving personnel only.
    • State benefit or pension letters dated within 12 months.
    • HMRC correspondence, except for P45/P60, including tax reference or National Insurance number, dated within 12 months.

  • We can't accept expired documents.

    • Utility bill (dated within six months).
    • Council tax bill (within 12 months).
    • Bank or building society statement (with transactions from the last six months).
    • Mortgage statement (within 12 months).
    • HMRC correspondence (within 12 months).
    • Solicitor’s letter (for house purchase, last three months).
    • Local authority rent card (last three months).
    • UK photo driving license, full or provisional, with signature and current address.
    • EU/EEA driving license, with photo and signature.
    • HMRC correspondence, except for P45/P60, including tax reference or National Insurance number, dated within 12 months.

    If you use a document for proof of identity, you can’t use it again for proof of address.