Halifax app and online banking - data-export checklist

1. [OFFICIAL] Follow the vendor's export instructions: https://www.halifax.co.uk/brand-change.html
2. [GENERIC] Export EVERYTHING first, cherry-pick later - grab the full account archive, not per-item downloads.
3. [GENERIC] Verify the archive opens and spot-check 3 records - a corrupt export discovered after the deadline is unrecoverable.
4. [GENERIC] Note any API tokens, integrations and webhooks that will break; list what consumes them.
5. [DATA-DERIVED] Pick a destination: Lloyds app and online banking (move by the invitation in the Halifax app) (compare)
6. [GENERIC] Do a second export right before the deadline for the delta since your first one.

What's at risk: No account data is lost: the accounts move to the Lloyds app. If you do not move, you lose digital access (branch and phone still work), and paperless customers lose the online banking inbox where account notices are sent..

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Steps labeled [OFFICIAL] come from the vendor; [GENERIC] are our standard playbook. Not affiliated with Lloyds Banking Group. Shutdown Watch tracks vendor announcements and public deadlines; it is monitoring assistance, not legal or migration advice.