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Transfer your ISA to EQi

We are one of the few providers to offer a flexible ISA

Open your ISA
  • STEP 1

    Open an account

    Opening a new EQi ISA takes no more than 10 minutes. You’ll need your UK address, a UK bank account and NI number.

  • STEP 2

    Complete a transfer form

    With your account open, simply download and complete this two-page transfer form, return it to us and we’ll take care of the rest.


EQi benefits

  • WHY EQI?

    Insight and articles

    Investing strategies, market news and ideas for your portfolio


    Fund picks for seasoned investors

    Emerging Markets, US equities or Asia, we've got 50 funds to choose from


    FTSE indices

    Access best-in-class investment data powered by Morningstar

  • 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.

  • Star logo