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Transfer to us

  • 95%

    We complete 95% of ISA and dealing account transfers in 5 days or less

  • 5

    Average transfer time is 5 days into an ISA or dealing account

  • 25%

    Over 25% of customers fully offset their custody fee

How to transfer to EQi

  • Transfer

    ISA

    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.

  • Transfer

    Dealing account

    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.

  • TRANSFER

    Lifetime ISA (LISA)

    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.

  • TRANSFER

    SIPP

    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.

  • 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).

Promotions

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