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Transfer to us

  • 89%

    of our customers would recommend us

  • 100%

    Of all UK dividends are paid within 24 hours of receipt

  • 25%

    Over 25% of customers fully offset their custody fee

  • TRANSFER

    Share certificates

    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).

Which account is right for you?

  • Dealing Account

    For individuals or a group of up to four people, access global investments with this flexible, unrestricted account

  • Flexible ISA

    Invest up to £20,000 per year, take advantage of tax-free investing, and access your money at any time

  • Self-Invested Personal Pension

    Enjoy more control and access to a wider range of investment options and benefit from attractive tax advantages

  • Lifetime ISA

    Available for those aged 18-39, you can invest up to £4,000 per year and the government will add a 25% bonus up to a maximum of £1,000

  • Smoother, faster transfers for our customers

    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.