Halifax Reward Switch

System

Yes - a cashminder current account is eligible.

Katiehound

antonette254 wrote: »

Thanks Changearound, I have 2 tesco accounts so that will work. :j

they do need to be savings accounts so you can set up DDs to pay yourself!
If you don't have sufficient money to transfer £750 as a lump sum don't forget that you can take money out, then pay it back in! Money doesn't have to reside there but be mindful of having sufficient for the 2 x DDs as their overdraft charges are ....what's the word...?? ... very expensive , and would wipe any £5 bonuses.

Pay_me

Quick question:

Tried to switch - screen says step 1) fill in application form, 2) complete switching form at the end 3) let them do the rest.

I applied via the switch now link on the halifax website completed form, it said application successful asked if I wanted an arranged OD and then said application completed. It never gave me the option to complete a switch form.

Is this normal or have I missed something? I spoke to Halifax customer service online and they were pretty useless to be honest. The agent sent me a link to follow I followed it but it requires a Halifax account number and sort code to complete the form. I do not have these and was advised that these will be sent out by post. Worried that by time they arrive and I complete the switch form the 22/3/16 will have passed meaning I have missed out on switching incentive.

Can anyone advise?

antonette254

Did you get an email saying "Your current account application was successful" the new account number is on this email.

Pay_me

antonette254 wrote: »

Did you get an email saying "Your current account application was successful" the new account number is on this email.

Not checked my emails today will check now. thanks

Nebulous2

Right at the very end of the application process I had an opportunity to switch online. It saud something like - continue to switch now. There was also a point earlier where it said something like -there will be an opportunity to switch after your application is complete.

Pay_me

In reply to antonette254 and Nebulous2: Thanks for the replies - all sorted now. There was an email confirming the account details and a link to the switching form.