To transfer your Dealing Account to EQi, first open a new account with us. It takes no more than ten minutes.
Then simply download and complete our transfer in form. Once you return it to us, we’ll take care of the rest.
We work with STAR, an initiative which focuses on improving the transfer of savings and investments from one financial institution to another.
At EQi, we are committed to making the transfer of assets into your ISA, LISA, SIPP or dealing account easy and quick.