Straightforward pricing

Our subscription is based on the total value across your EQi accounts,
with clearly defined monthly fees.

  • £4.99

    Total value across your EQi accounts is under £50,000 pay £4.99 per month

  • £10.99

    Total value across your EQi accounts is £50,000 or above pay £10.99 per month, including one free online trade each month*

  • £0

    Both monthly subscriptions have the benefit of zero Fund platform fees**

*The ‘one free online trade’ is to the value of £6.99 per month and can be redeemed across any account type. It will apply to the first online trade of that month and cannot be rolled over to subsequent months.

 

**If you have a Child Trust Fund (CTF), Fund platform fees will apply. Please see the Child Trust Fund section below for further details.

Clear and straightforward fees

 

Our subscription is based on the total value across your EQi accounts, with clearly defined monthly fees.

Online dealing charges have been reduced and there is no fund platform fee. This approach provides a consistent structure so you can see how your charges are calculated.

You can view full details on our new pricing below and for further information on the subscription plans, please see our FAQs here

 

New dealing fees

  • £6.99

    Online dealing fee 

  • £0.99

    A low-cost fee for Regular Investments & Dividend Reinvestments

  • £0

    Zero commission when purchasing Mutual funds

  • £49.00

    Telephone dealing fee

Investment Risk Warnings

The value of investments can fall as well as rise and any income from them is not guaranteed and you may get back less than you invested. Past performance is not a guide to future performance.

EQi does not provide investment advice. If you are in any doubt as to the risk or suitability of an investment or product you should seek advice from an independent financial adviser.

The extent and value of any ISA tax advantages or benefits will vary according to the individual's circumstances. The levels and bases of taxation may also change.

  • Online dealing pricing

  • Telephone dealing pricing

  • Additional international trading fees

  • Taxes & levies

  • A straightforward approach to charges

    Subscription and trading costs are set out clearly, so you know how your fees are applied.

  • Funds platform fee for ISA, SIPP and Dealing account

  • Child Trust Fund (CTF)

  • Lifetime ISA (LISA) fees

  • SIPP provider fees

  • General administration and postage fees

  • Banking charges

  • Transfer out

  • Probate valuation

  • Interest payable on cash

  • Important Information

    Before opening an EQi account, please read our Important Information documents including the terms and conditions of the service to make sure it’s right for you.

    Important information

  • FAQs

    We have an FAQs page dedicated to answering any questions EQ employee share plan customers may have about their maturing schemes and the transfer to EQi.  

     

    SAYE CUSTOMER FAQS

  • Contact us 

    If you have a question about the transition to EQi or have any accessibility needs, you can contact our Customer Experience Centre via Webchat or by calling            +44 (0) 345 0700 720.


    Contact us

    For deaf and speech impaired customers, we welcome calls via Relay UK. Please see www.relayuk.bt.com for more information.