Skip to main content
Home > Help > Shareholder > How To Trade Online
Trading share certificates online
Trading share certificates online
Here’s our guide on how to trade share certificates using the online service

How easy is it to trade online via Shareview Dealing?

It’s very straightforward and here’s our step by step guide.

What do I need?

  • Your NI number
  • A share certificate in your name (to sell)
  • Debit card (to buy)

If your share certificate is not in your name, please check how you can make changes on our transfer certificated shares page.

Please check here to see the list of companies you can trade using our online service.

1. Stock search

Enter the name of the shares you want to buy or sell into the stock search. If Equiniti is the registrar, you’ll see the stock listed, along with the option to Buy or Sell. Then select the shares you wish to trade.

Step 1

Enter the name of the shares you want to buy or sell into the stock search. If Equiniti is the registrar, you’ll see the stock listed, along with the option to Buy or Sell. Then select the shares you wish to trade.

Step 1

2. Your shareholder details

Once you have chosen the shares you want to buy or sell you will be asked to enter your details alongside your shareholder reference number (sometimes called an account number). You can find this printed on your share certificate, tax voucher and dividend statements.

Next, for regulatory purposes you will be asked to confirm your nationality details.

Online trading step 2

Once you have chosen the shares you want to buy or sell you will be asked to enter your details alongside your shareholder reference number (sometimes called an account number). You can find this printed on your share certificate, tax voucher and dividend statements.

Next, for regulatory purposes you will be asked to confirm your nationality details.

Online trading step 2

3. Place your trade

Sell

Decide on the number of shares, or the value of shares you want to sell and we will generate a quote via the ‘Get Quote’ button. You will be presented with quote details to review before the sale is placed. On this screen there is a countdown bar tracking how long you have to confirm. If you run out of time, simply run the quote again, this is to ensure you receive an up-to-date price.

Once you are ready to make the trade, select confirm to complete the sale. You will then go to a confirmation screen with details of the sale, verifying it has been successfully completed.

What's next?

With the trade placed, a contract note confirming the sale and pre-filled CREST Transfer form will be sent to you via first class post. You can also download the CREST transfer form below to start this process. Before you can receive the money from your sale, you will need to return the signed CREST form along with your share certificates.

Crest transfer form 

We recommend sending the certificate and CREST transfer form via registered post for enhanced security.

Please send your documents to: Equiniti, Aspect House, Spencer Road, Lancing, BN99 6DA, United Kingdom

Sell share certificates 

Buy

Decide on the number of shares you want to buy, or the amount you have to invest, and we will generate a quote via the ‘Get Quote’ button. You’ll be asked to add your debit card details to make the purchase, please note we cannot accept credit card payments. Before the trade is placed, you will be presented with quote details to review so you can decide if you want to proceed. On this screen there is a countdown bar tracking how long you have to confirm. If you run out of time, simply run the quote again, this is to ensure you receive an up-to-date price.

Online trading step 3

Once you are ready to make the trade, select confirm to complete the purchase. You will then go to a confirmation screen with details of the shares bought, verifying that it has been successfully completed.

What's next?

You should receive your share certificate by post in 10 working days, this will also include a contract note with details of the trade.

Buy share certificates 

Sell

Decide on the number of shares, or the value of shares you want to sell and we will generate a quote via the ‘Get Quote’ button. You will be presented with quote details to review before the sale is placed. On this screen there is a countdown bar tracking how long you have to confirm. If you run out of time, simply run the quote again, this is to ensure you receive an up-to-date price.

Once you are ready to make the trade, select confirm to complete the sale. You will then go to a confirmation screen with details of the sale, verifying it has been successfully completed.

What's next?

With the trade placed, a contract note confirming the sale and pre-filled CREST Transfer form will be sent to you via first class post. You can also download the CREST transfer form below to start this process. Before you can receive the money from your sale, you will need to return the signed CREST form along with your share certificates.

Crest transfer form 

We recommend sending the certificate and CREST transfer form via registered post for enhanced security.

Please send your documents to: Equiniti, Aspect House, Spencer Road, Lancing, BN99 6DA, United Kingdom

Sell share certificates 

Buy

Decide on the number of shares you want to buy, or the amount you have to invest, and we will generate a quote via the ‘Get Quote’ button. You’ll be asked to add your debit card details to make the purchase, please note we cannot accept credit card payments. Before the trade is placed, you will be presented with quote details to review so you can decide if you want to proceed. On this screen there is a countdown bar tracking how long you have to confirm. If you run out of time, simply run the quote again, this is to ensure you receive an up-to-date price.

Once you are ready to make the trade, select confirm to complete the purchase. You will then go to a confirmation screen with details of the shares bought, verifying that it has been successfully completed.

What's next?

You should receive your share certificate by post in 10 working days, this will also include a contract note with details of the trade.

Buy share certificates 

Online trading step 3
Got a question?