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EQi ISAs, dealing accounts and SIPPs will be transferred to interactive investor in the summer, as part of the agreement reached with ii by Equiniti. If you plan to move to EQi, the final date that you can transfer investments into your EQi account(s) is 5pm on 14 May.
Although we can accept transfer requests into an EQi investment account up to 14 May, we are not able to guarantee a date for the completion of the transfer of assets. If assets are not received prior to the migration to ii, EQi will manage the transfer to your new ii account as soon as they are received.
As ii does not offer Lifetime ISAs, they will not be moved to the ii platform.
At a future point, it may well be the case that an agreement is reached to move EQi LISAs to another provider, although no plans have been confirmed as yet.
Open your new EQi ISA online.
Download, print out and complete the ISA transfer in form.
Return the completed form to us and we’ll take care of the transfer from your old provider and pay the funds into your new EQi ISA.
Open your new EQi dealing account online.
Download, print out and complete the dealing account transfer in form.
Return the completed form to us and we’ll take care of the transfer from your old provider and pay the funds into your new EQi account.
First, complete and return the Lifetime ISA application form.
You can only transfer cash into a LISA so you’ll need to sell any investments to enable the transfer.
We'll let you know once your LISA is open, and you can recommence investing.
Get in touch with your existing SIPP provider and ask them to arrange the transfer to EQi.
Ask your provider to transfer your cash and assets from your current SIPP to your new EQi SIPP.
Once the transfer has been completed, you can manage your investments.
It's free to transfer share certificates into your EQi account.
To consolidate your shares into you portfolio, simply fill in a CREST transfer form for each individual shareholding and send it to us with your share certificates(s).
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.