If you are 18 years old you can open an account with us, which takes no more than 10 minutes. You’ll need your UK address, a UK bank account and National Insurance (NI) number
With your EQi account open, you can request to transfer your Child Trust Fund to EQi by contacting your current provider. They will work directly with us to move the cash or holdings that were in your CTF to your new EQi account
EQi offers investment accounts, as we are an investment specialist. We’re here to help people enjoy independence, choice and the opportunity to take control of their investments.
As specialists, we can offer a wide range of tax-efficient, low cost investment accounts designed to help your money work harder over the long-term.
Our customers also have access to funds lists picked by Square Mile, an independent research firm. We value impartiality and transparency and so EQi does not receive a fee or commission should you invest in any of the funds, and neither does Square Mile.
Although we don’t offer financial advice, our award-winning investment education pages allow you to drill into the topics you are interested in and build up your own investor knowledge.
It is why 74% of our customers have been with us for over 10 years, as EQi is the home of intelligent investors.
Crucially, EQi is fully authorised and regulated by the FCA. That means that your money and investments are held separately to ours, so they remain secure at all times.
We are also part of Equiniti, a FTSE 250 listed company. Equiniti manages and administers the shares for 70% of the FTSE 100, holds around 70 million shareholder records and sends out £90 billion in payments each year.
EQi also offers a dealing account with no restrictions on how much you can invest, however it is not tax-free. If you open an ISA or a LISA you will automatically receive a dealing account free of charge.
Additionally we offer a Self-Invested Personal Pension (SIPP) which is a type of pension that enjoys generous tax benefits.