We complete 95% of ISA and dealing account transfers in 5 days or less
Average transfer time is 5 days into an ISA or dealing account
Over 25% of customers fully offset their custody fee
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).