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Can I switch to lloyd silver if I have a lloyds basic for the £200

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  • Greg89
    Greg89 Posts: 352 Forumite
    Tenth Anniversary 100 Posts Combo Breaker
    edited 3 February 2023 at 9:08AM
    redux said:
    Greg89 said:

    So the money from my halifax savers account will be transferred to the new Lloyds account? 

    No. I you've got more than one account at Halifax, including savings by the sound of it, only the actual bank account you're applying with will be transferred, and the other accounts and balances stay separate where they were.
    The half fax current account will close and the savers account will remain open?

    Also can I use any money or withdraw in my Halifax account in the process of transferring?

    Also I switch as a existing Lloyds customer? I've got a lloyds basic account 
  • Greg89
    Greg89 Posts: 352 Forumite
    Tenth Anniversary 100 Posts Combo Breaker
    Do I have to register as a new Lloyd member?
  • northwalesd
    northwalesd Posts: 1,324 Forumite
    Part of the Furniture 1,000 Posts Name Dropper
    How can you register as 'a new Lloyd member' when you already have an account with them? It has literally been spelled out for you what you need to do.
  • Greg89
    Greg89 Posts: 352 Forumite
    Tenth Anniversary 100 Posts Combo Breaker
    Cheers 

    I'm trying to do it from my Lloyds app however I'm afraid they won't ask me to 'switch' instead just upgrade or add new without switching
  • Zanderman
    Zanderman Posts: 4,908 Forumite
    Part of the Furniture 1,000 Posts Name Dropper Photogenic
    Greg89 said:
    Cheers 

    I'm trying to do it from my Lloyds app however I'm afraid they won't ask me to 'switch' instead just upgrade or add new without switching
    But you do need to upgrade first don't you?

    And to switch only after upgrading.
  • Maybe go into a branch and get some help? It doesn’t seem like the advice being given is going in. 
  • Greg89
    Greg89 Posts: 352 Forumite
    Tenth Anniversary 100 Posts Combo Breaker
    Greg89 said:
    I was informed since Halifax is part of the Lloyds group I am not eligible for the £200 incentive.
    Last year I've switched a Halifax account to my existing Lloyds account and received the incentive.
    How did you switch? From the app or went in store?
  • Greg89 said:
    Greg89 said:
    I was informed since Halifax is part of the Lloyds group I am not eligible for the £200 incentive.
    Last year I've switched a Halifax account to my existing Lloyds account and received the incentive.
    How did you switch? From the app or went in store?

    Scroll down to 'I Have a Lloyds Bank current account' and click on 'Complete the Switching form'


  • Greg89
    Greg89 Posts: 352 Forumite
    Tenth Anniversary 100 Posts Combo Breaker
    edited 5 February 2023 at 5:05AM
    I clicked on switch tab and it took me to a page where it told me to put in my sc, acc number, last 5 digits of my Halifax bank and thats it

    It didn't tell me what product I wanted 

    Then it finished 

    I did also try using the link and it said it the end there is a problem with our systems 
  • Greg89
    Greg89 Posts: 352 Forumite
    Tenth Anniversary 100 Posts Combo Breaker
    edited 6 February 2023 at 11:35AM
    I went in and saying I'm not eligible because I hold a basic account 

    Unless I close this account

    However all my DD, wages go into my Halifax 
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