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FIND AN INVESTMENT ABOUT CONTACT US

Transfer your dealing account to EQi

Have the freedom to build your investments without limits

Open your Dealing Account
  • STEP 1

    Open an account

    To transfer your Dealing Account to EQi, first open a new account with us. It takes no more than ten minutes.

  • STEP 2

    Complete a transfer form

    Then simply download and complete our transfer in form. Once you return it to us, we’ll take care of the rest.

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  • Why EQi?

    Insight and articles

    Investing strategies, market news and ideas for your portfolio

  • Tools

    Fund picks for seasoned investors

    Emerging Markets, US equities or Asia, we've got 50 funds to choose from

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    Access best-in-class investment data powered by Morningstar

  • Smoother, faster transfers for our customers

    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.

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