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Pricing

With pricing tailored to your investment activity, what can you expect to pay?

  • 27%

    Over a quarter of our customers fully offset their custody fee, so they only pay to trade

  • 20x

    If you trade more than 20 times a month, our dealing commission drops to £5.99 per trade

  • 0.2%

    At 0.2% our LISA rate is one of the most competitive in the market*

*Correct October 2023

The reason we don’t display one fee? You.

EQi has set out to keep costs low. We don’t advertise one fee, for one simple reason: what you pay depends upon the account you have, the type of investments you hold and the type and frequency of trades you make. 

With pricing tailored to your investment activity, what can you expect to pay?

 

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.

Key fees

  • Custody fee

    The fee we charge for acting as the custodian of your assets, ie the safekeeping of everything in your accounts

  • Dealing commission

    When you buy and sell investments, you pay a commission per trade, at the time the trade is placed

  • Funds platform fee

    The fee for holding mutual funds in ISA, SIPP and dealing accounts; there is no funds platform fee for LISAs

  • SIPP provider fees

    The fees charged by your SIPP provider for administrative and trustee services 

  • Custody fee

  • Dealing commission

  • Funds platform fee for ISA, SIPP and dealing account

  • SIPP provider

  • EQi ISA customer

    “Keep costs down. This is really important as charges eat away at your returns. That’s one of the reasons I use EQi to hold my money – because of its charging structure.” 

  • Child Trust Fund (CTF)

  • General administration and postage fees

  • Transfer out

  • Banking charges

  • Probate valuation

  • Interest payable on cash

Which account is right for you?

  • Dealing account pricing

    With an EQi dealing account you'll benefit from a flat fee and offsetting

  • ISA pricing

    The EQi flexible ISA has flat fee, offsetting and comes with a complimentary dealing account

  • SIPP pricing

    Over half of our SIPP customers fully offset their custody fees, so they only pay to trade

  • Lifetime ISA pricing

    Get a competitive rate with an EQi stocks and shares Lifetime ISA