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Do Lloyds bank care where I have my investments?

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Comments

  • jimjames
    jimjames Posts: 19,283 Forumite
    Part of the Furniture 10,000 Posts Photogenic Name Dropper

    I had a conversation with an HBOS wealth manager some months ago, they were unable to see any of my (then) iWeb accounts so I suspect it is unlikely that will have changed especially with GDPR and data sharing.

    Remember the saying: if it looks too good to be true it almost certainly is.
  • wmb194
    wmb194 Posts: 6,124 Forumite
    Part of the Furniture 1,000 Posts Name Dropper Photogenic

    Barclays doesn't have the same problem* so my guess is that it's more likely to be a limitation with HSDL's ancient computer system or it hasn't been implemented yet.

    *Barclays Smart Investor is run by Barclays Investment Solutions Limited.

  • Eco_Miser
    Eco_Miser Posts: 5,084 Forumite
    Part of the Furniture 1,000 Posts Photogenic Name Dropper

    I don't know whether or not anyone with Lloyds Bank can see my SW accounts, but they, and Halifax, have switched to sending emails to the address I only provided to Iweb, so they are certainly sharing some data.

    I also get offers to transfer my investments to Halifax and Lloyds. Why would I when my current deal (with the same underlying provider) is cheaper.

    Eco Miser
    Saving money for well over half a century
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