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

£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

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

Telephone dealing pricing

EQi is a digital platform, the higher cost to place trades by telephone reflects the additional support required.

Taxes & levies

Foreign Financial Tax (FFT) is a small charge applied by some countries when you buy certain overseas shares, based on where the company is listed rather than where you live. It is added to your transaction cost and typically collected and paid to the relevant tax authority by the broker or market intermediary handling the trade

* Applies to companies with a market capitalisation over €1bn

Additional international trading fees

Matched Bargain Trades

JP Jenkins and Asset Match operate matched-bargain trading venues, facilitating liquidity in unlisted and private company shares by arranging trades between willing buyers and sellers.

If you execute an order on either of these exchanges, the below fees apply in addition to the EQi dealing fees

Depository Interest Trades

When buying or selling certain Depository Interest securities, additional fees imposed by a third party apply to cover the administration and settlement of transfers between the overseas market when the depository interest is traded (e.g., US or Canada) and CREST.

The above fees are separate from any other dealing charges that may apply to your trade and will be reflected as part of the price you receive.

Please note: when multiple trades re undertaken at the same time (Regular Investment) then this fee can be split between the trades. At the moment these charges are reflected in contract notes as a change to the instrument price rather than a standalone line.

A full list of Depository Interest securities that are subject to these additional registrar and CREST-related charges can be found here.

Further information on these an any other additional charges can be found in our FAQs here.

A straightforward approach to charges

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

Fund fees for EQi Flexible Shares ISA, SIPP and Dealing account

There is no EQi Fund platform fees for holding Mutual Funds (Unit Trusts and OEICs) in an EQi ISA, SIPP, Dealing account or LISA. If you have a Child Trust Fund (CTF), different charges will apply. Please see the Child Trust Funds section below for details.

Additional charges
ETPs (including ETFs), Investment Trusts and Mutual Funds (including Unit Trust and OEICs) can incur charges from the provider of the investment. Please see their website, prospectus or Key Information Document (KID) for their charges.

Child Trust Fund (CTF) fees

Lifetime ISA (LISA) fees

SIPP provider fees

The EQi SIPP is offered by our partner, Platform One.

As the SIPP provider, Platform One is responsible for the pension administration and trustee services required for your pension, while EQi provides the platform on which you can select assets and manage your SIPP.

The fees shown below apply to the EQi SIPP provided by Platform One. There are no additional fees for life events, such as death and divorce, or early account closure with the EQi SIPP.

General administration and postage fees

All communications are provided free of charge through your account’s secure message inbox; however, any requests for documents to be posted, or for duplicate copies to be sent to your residential address, will incur the below fee.

Banking charges

If we receive any charges from sending money to your bank account based on your payment instructions or for payment failures, these will automatically be debited from your EQi account.

Transfer fees

Probate valuation

Interest payable on cash balances

Since 1 April 2024, EQi has been paying interest on GBP cash balances held within EQi accounts on a tiered rate basis.

Please note, on 7th January 2026, we reduced the interest rates paid on cash balances held in EQi accounts by 0.25% on the Dealing account, Flexible Shares ISA, Lifetime ISA, Child Trust Fund and the EQi SIPP.

Interest is calculated daily and paid quarterly in arrears.

We will continue to review this, in line with future changes to the Bank of England base rate.

Interest rates from 7 January 2026

If you don’t want to receive interest payments for any reason, please contact us by sending a secure message once logged into your account or by calling the Customer Experience Centre.

Example of interest payable on cash balances

1) If you have a cash balance of £30,000 in your Flexible Shares ISA - the first £10,000 would receive the tiered rate of 0.70% with 1.20% on the remaining £20,000 balance.

2) if you have a cash balance of £100,000 across a range of EQi products, your interest accrued breakdown could look like this:

Dealing Account	Cash balance £10,000	Interest rate 0.20%
Flexible Shares ISA	Cash balance £35,000	Interest rate 0.70% = £10k + 1.20% = £25k
Lifetime ISA	Cash balance £5,000	Interest rate 0.70% = £5k
EQi SIPP	Cash balance £50,000	Interest rate 1.30% = £10k + 1.80% = £40k

Please note: Interest is only paid to cash balances held in pound sterling.

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 a dedicated FAQs page that answers common questions about our pricing and explains how our charges are applied.

FAQS
Contact us

If you require further help in understanding our pricing, using the services, or accessing any aspect of your EQi products, support is available. You can contact our Customer Experience Centre via Webchat or by calling +44 (0) 345 0700 720.

Additional accessibility support can also be requested, including information in alternative formats. We will make reasonable efforts to ensure you receive the guidance you need in a timely and appropriate manner

Contact us

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

Straightforward pricing

Clear and straightforward fees

New dealing fees

£6.99

£0.99

£0

£49.00

Investment Risk Warnings

Online dealing pricing

Telephone dealing pricing

Taxes & levies

Additional international trading fees

Matched Bargain Trades

Depository Interest Trades

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

Fund fees for EQi Flexible Shares ISA, SIPP and Dealing account

Child Trust Fund (CTF) fees

Lifetime ISA (LISA) fees

SIPP provider fees

General administration and postage fees

Banking charges

Transfer fees

Probate valuation

Interest payable on cash balances

Important Information

FAQs

Contact us