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ISA pricing

We have designed our pricing to keep costs low, as part of our commitment to remain competitive for every DIY investor

  • Flat rate

    Custody fee

    We charge a fee of £17.49 per quarter for holding your assets. Because it is a flat fee, no matter how high the value of your investments climb, the custody fee remains the same

  • Pay per trade

    Dealing commission

    When you buy and sell investments, you pay per trade; if you trade more than 20 times a month, the price drops to £5.99

  • Free to buy

    Funds platform fee

    If you hold funds (Unit Trusts and OEICs), we charge a percentage of their value per quarter; there is no fee to buy funds

  • Fee is

    Offset

    Anything you pay in online dealing commission and funds platform fee will be deducted from your custody fee. Over a quarter of our customers fully offset their custody fee, so they only pay to trade

Benefit from low fees

Fees matter as, like interest rates, costs compound over time. If you pay out less year on year, you’ll have more to invest which can go a long way to helping you meet your goals.

At EQi, what you pay will depend upon what type of investments you hold and the type of trades you make. We charge a low flat custody fee, so no matter how high your investments grow, you’ll pay the same low fee. And, you can offset the custody fee by deducting online dealing commissions and funds platform fees. This means, if you trade shares twice in a quarter, you will pay no custody fee. 

Example: Offsetting

  • Custody fee

    £17.49

    The quarterly custody fee for your ISA

  • Dealing commission

    £21.98

    The cost of two share trades at £10.99 each

  • Offset custody fee

    £0

    As the dealing commission of £21.98 fully offsets the custody fee of £17.49, no custody fee is payable in this quarter

Investment Risk Warnings

The value of investments can fall as well as rise and any income from them is not guaranteed and you may get back less than you invested. Past performance is not a guide to future performance.

EQi does not provide investment advice. If you are in any doubt as to the risk or suitability of an investment or product you should seek advice from an independent financial adviser.

The extent and value of any ISA tax advantages or benefits will vary according to the individual's circumstances. The levels and bases of taxation may also change.

  • Custody fee

  • Dealing commission

  • Funds platform fee

  • £0

    You’ll pay no dealing commission if we don’t meet best execution

  • £0

    Open an ISA and you'll get a dealing account free of charge

  • £0

    The custody fee can be fully offset by online dealing commissions and funds platform fees.

  • General administration and postage fees

  • Transfer out

  • Banking charges

  • Probate valuation

  • Interest payable on cash

  • WHY EQI?

    The EQi Flexible ISA

    What is a flexible ISA and how can it work for you?

  • EQI EXPLAINS

    DIY investing

    Learn more about this hands-on approach to growing your wealth over the long-term

  • EQi explains

    ISAs explained

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