Halifax Is One of Australia’s Providers of Broking Solutions

Information verified correct on October 28th, 2016

HalifaxIf you wish to trade across different asset classes, you may want to consider Halifax Investment Services.

Halifax Investment Services Limited is one of Australia’s leading broking and investment solutions providers. Having served more than 35,000 clients in the past, this business has offices in Sydney, Melbourne, Southport, New Zealand and the US.

Rates last updated October 28th, 2016
This Australian public company offers its customers benefits that come through private broking solutions as well as institution execution and clearing. It lets you choose a trading platform as per your requirement and expertise. You get to trade in multiple asset classes, which include Australian shares, international shares, options, futures and more. Halifax Investment Services has a valid Australian Securities and Investments Commission (ASIC) license. Halifax New Zealand Limited provides broking services in New Zealand. Halifax America LLC operates in the US.

What can I trade with Halifax Investment Services?

When you open a trading account with Halifax, you get the ability to diversify with ease. Your alternatives include:

Australian and American shares

With your Halifax account you can buy and sell shares listed on the Australian Securities Exchange (ASX), the New York Stock Exchange (NYSE) and Nasdaq.


You can use your Halifax account to trade in Australian and American options as well. This gives you the ability to buy or sell underlying assets as desired prices.


Halifax has offered futures trading for a number of years. By trading in futures you get the opportunity to invest in different domestic and international commodities, indices as well as other financial instruments. When you work with Halifax, you get access to most futures contracts globally.

Foreign exchange

Trading in foreign exchange can bring with it considerable leverage, which is why many investors turn to this realm. Whether you wish to deal in major currencies or exotics, you get access to the required tools as well as any support and advice you might need.

Contracts for Difference

By trading in Contracts for Difference (CFD) you get a leveraged way to invest in underlying assets such as shares, commodities and indices. The Halifax CFD platform provides direct market access to selected stock CFDs, along with tight spreads on CFDs over commodities and indices.

Trade finance and currency exchange

Whether you’re purchasing property overseas or paying for a product or service, you can turn to the Halifax Trade Finance Desk to meet your foreign exchange transaction requirements.

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What are the best things about Halifax Investment Services share trading?

You get market data and research

Halifax Trade Recommendations is an easy to use recommendation service. This service relies on independent analysis to provide recommendation across different financial markets. The EasyTrade partnership gives Halifax the ability to provide precise entry, exit and stop levels to its clients. Through this, you can make well-informed and efficient trades.

You can access the platform anytime as long as you have an eligible device

No matter which trading platform you choose, you can access it on your computer or your mobile phone, at any time of the day or night.

You can access a range of different order types

The order types you get to choose from depend on the trading platform you select. Your options include limit orders, stop orders, trailing stop orders, guaranteed stop orders, market orders, basket orders, and accumulate/distribute orders.

Available markets

When you open a trading account with Halifax, your trades don’t limit to the Australian market. You get access to American stocks and options as well as international futures contracts.

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What other services are available?

The service levels depend on the trading platform you choose. Access to all platforms is free. Your options include:

Halifax online

This platform lets you trade in shares, futures, forex, contract options, index options, forex options, CFDs and ETFs. The analysis tools on offer include Stock Screener, Equity Research, Economic Calendar and Advanced Charts.

Halifax Pro MT4

This platform is ideal if you wish to trade in forex, CFDs, indices, precious metals and commodities. It gives you access to Expert Advisor, Custom Indicators and Scripts as well as Advanced Charts.

Trader Workstation

You can use this platform to trade in shares, futures, contract options, equity options, index options and ETFs. You can make use of analysis tools such as Market Scanner, Technical Analysis, Fundamental Research, Events Calendar and Advanced Charts.


This platform provides access to CFDs on indices, shares, forex, commodities, options, AUD-denominated markets, bonds, ETPs, interest rates, bitcoins, binaries and Sunday trading. You get to benefit through ProRealTime charts, Autochartist, Signal Centre, Trading Central Analysis and Reuters news.

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What support and information is available with Halifax Investment Services?

You can speak to a Halifax Investment Services representative over the phone or contact one via live chat from 8am to 6pm (AEST), Monday to Friday. Halifax, in association with its partners, provides its clients access to online educational material as well as face-to-face training workshops. This education comes from traders, based on their real life experiences. You also get the required support after you attend training sessions. This is through ongoing coaching and support that you receive online. For example, online guides tell how trading works in different asset classes, while also explaining associated risks.

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What are the fees associated when using Halifax Investment Services?

Halifax charges brokerage or commission when you buy and sell most financial products. This is what the fee structure looks like:

  • Securities. A per transaction fee applies when you trade in securities. It is the greater of $0 to $100 or 0% to 1.1% (including GST) of the transaction value.
  • Exchange traded options. For exchange traded options over securities, a fee of $0 to $93.50 or 0% to 1.1% (including GST) per transaction (whichever is greater) applies. You might have to pay additional ASX clearing and settlement fees.
  • Futures. Fees you have to pay to trade in futures are different for ASX 24 transactions and Options on Futures transactions.
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What are the points in favour and against using Halifax Investment Services for my next trade?

In favour

  • You can trade in different assets. With some online broking accounts you can trade only in Australian shares, whereas some others let you trade in international shares as well. With a Halifax trading account, you get access to options, futures, foreign exchange, CFDs and more.
  • You can access support instantly with live chat. If you wish contact with a Halifax representative, all you have to do is get online. You can chat with a company representative at any time during business hours.
  • You can access a range of educational resources. The Halifax Investment Services website gives you access to a range of educational material that can help you climb the trading ladder with relative ease.


  • No 24/7 support. While Halifax offers support via phone and live chat, this limits to business hours on weekdays. You cannot contact a company representative on weekends or outside business hours.

What you need to know about the application process for Halifax Investment Services

To open a Halifax trading account, start by clicking on the "Apply Now" button. You can open this account as an individual, a sole trader, a joint account holder, a trustee, a company or a superannuation account. If you wish to apply as an individual, you should be over 18 years of age and an Australian resident. To complete the application successfully you’ll have to submit some basic information. This includes your name, email address, residential address, phone number, date of birth and details from a valid from of ID. You can complete the application in a matter of minutes, provided you have all the required information close at hand.

Help! I have some more questions

How can I deposit funds in my Halifax trading account?

You can fund your account using a debit card, credit card, cheque, electronic transfer or bank deposit.

How can I withdraw funds from my Halifax account?

As and when you wish to withdraw funds from your trading account, you have to download the Redemptions Form, complete it and send it over via fax or email.

Does Halifax offer any kind of a demo account?

Yes, it does. The platforms you get to choose from include Halifax online, Trader Work Station and MetaTrader 4.
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