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EQi and the transfer to interactive investor

More information on the accounts moving to interactive investor and your questions answered

EQi and interactive investor

We announced in March that Equiniti has agreed to transfer some of its EQi business to the investment platform interactive investor (ii).

Customer accounts will move in the summer and, in the meantime, we can now share some more details with you and you can find out what you need to do to get ready.

  • Opening an account for the first time?

    New customers can still open accounts with EQi, but please be aware that your new ISA, dealing account or SIPP will be transferred when the move to interactive investor takes place this summer.

    For new Lifetime ISAs, please see our FAQs below. 

General and pre-transfer FAQs

  • Why is my account moving from EQi to interactive investor?

  • Why are some customers staying on EQi?

  • When will my account move?

  • Do I need to do anything?

  • Who is interactive investor?

  • Will my money and investments be safe with ii?

  • What does this mean for EQi service before my account moves to ii?

  • What happens if I don’t want to move to ii and would prefer to stay on EQi?

  • Can I come back to EQi after my account has moved to ii?

  • I don’t have any money in my account, will I still be moved to ii?

  • Can I transfer to a new provider before my account moves over?

  • What will happen to my LISA?

  • Why will my dealing account, ISA or SIPP move to ii and not my LISA?

  • What will happen to my child’s CTF?

  • My child’s CTF will mature before the summer or in the summer, what should they do?

  • I’m a Shareview customer that moved to EQi in January, will my account move to ii?

  • I have two EQi accounts because my Shareview account recently moved to EQi. What will happen to each account?

Getting set-up on ii

  • How will I log in to my account on ii?

  • What happens if I don't provide an email address?

  • Will I be able to access information from my old EQi account on the ii platform?

  • Will the EQi website remain accessible once I have been moved to ii?

  • What if I already have an ii account?

  • How will my portfolio’s book cost be treated?

  • I have a complaint raised with EQi, will this continue to be handled by EQi or handed over to ii once my account moves over?

Post-transfer FAQs

  • Will my saved debit card details move to ii?

  • Will my appropriateness check be applied to my ii account?

  • Will my watchlists be transferred over to my ii account?

  • Will I still receive promotional and market insight emails at ii?

  • Will my W8-Ben move over to ii?

ISA FAQs

  • Will my ISA remain flexible on ii?

  • If I've subscribed to an ISA in the 2021/22 tax year can I continue to subscribe with ii as it’s a different provider?

  • Do ii offer Junior ISAs?

SIPP FAQs

  • Will my SIPP provider remain the same on my SIPP account?

  • I have an EQi account through a SIPP. What does moving to ii mean for me?

Pricing FAQs

  • What are the account charges on ii?

  • Can you tell me more about the ii price promise?

  • I am on special rates with EQi, will the ii price promise cover this?

  • What are the trading commission charges on ii?

  • When will I start to be charged ii fees?

  • How will my fees be deducted at ii?

  • What are the fees for investing in international markets?

  • How will investing in international markets work?

  • What are the fees if I am an overseas account holder?

  • What are the fees if I have a company account?

  • I am a former Halifax Investment Services Limited (HISL) customer, when will I start to pay ii fees?

Third parties, joint accounts, investment club FAQs

  • I have a joint account, are there any changes I need to make?

  • I have an investment club account, are there any changes I need to make?

  • I have a company account, are there any changes I need to make?

  • How will the move affect powers of attorney or authorised third parties?

  • How will the move affect executors?

  • I have multiple accounts at EQi with different logins for each. How will the move affect me?

Regular instructions - in more detail

  • Will the regular deposits and investments I have set up continue on ii?

  • Will dividend reinvestment and income payway continue to work on ii?

  • Will the dividend reinvestment I have set up continue on ii?

  • Will the income payaway settings I have continue on ii?

  • Will my regular withdrawal continue on ii?