This article provides detailed information for switching existing connected Halifax accounts to Open Banking on the web application (Desktop) and mobile application (iOS/Android).
We would highly recommend for you to switch to Open Banking for existing connected accounts if they are applicable to do so. You can read more about why it is useful here.
1. What Halifax Account Types can be switched to Open Banking?
2. Switching to Open Banking for supported Halifax accounts (Desktop)
3. Switching to Open Banking for supported Halifax accounts (iOS/Android)
1. What Halifax Account Types can be switched to Open Banking?
Not all accounts can be switched to open banking, see here. Currently, you will see a “Switch to Open Banking” button wherever a provider offers some accounts for Open Banking, however we cannot know in advance which accounts will be available at the bank’s side. At present Halifax Open Banking only supports current accounts, credit cards and some cash savings accounts. Some types of savings accounts and all ISAs are not yet supported.
2. Switching to Open Banking for supported Halifax accounts (Desktop)
Step 1. Navigating to the accounts page
- If you are in full screen mode you will see the Accounts tab on the top ribbon of your main dashboard.
- If you are on a smaller view you will see
in the top left hand corner. Click on it and select Accounts from the drop down menu. - For both views you will now be in the Accounts page.
Step 2. Switching to Open Banking
- Next to your Halifax accounts you will see ‘Switch to Open Banking’
- Click on ‘Switch to Open Banking’
- Please make sure you have checked if your account is eligible to switch here.
- Please follow the prompts on the Halifax page
3. Switching to Open Banking for supported Halifax accounts (iOS/Android)
Step 1. Navigating to the accounts page
- On your main dashboard tap on Accounts in the bottom ribbon
- You will then be taken to the page showing you all your available accounts
Step 2. Switching to Open Banking
- Tap on the account you want to switch
- Select ‘Migrate Account’ from the menu
- Please make sure you have checked if your account is eligible to switch here.
- Please follow the prompts on the Halifax page
4. FAQs for Open Banking
I’m seeing two versions of the same account after switching to Open Banking
There are duplicates on my account when I switched to Open Banking
I can see a "switch to Open Banking" button but I can't find the account on my banks site