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Transfer your Lifetime ISA to EQi

Transfer to an EQi Lifetime ISA - the cheapest in the market*

APPLICATION FORM
  • STEP 1

    Complete the application form

    First you’ll need to complete and return the Lifetime ISA application form. Take care to fill in page 3 which deals with transfers.

  • STEP 2

    Ensure you have cash to transfer

    You can only transfer cash into a Lifetime ISA. If you have any investments, you’ll need to sell them to enable the transfer. You can repurchase them in your new EQI Lifetime ISA.

  • Step 3

    Your new EQi Lifetime ISA is open

    We'll let you know once your Lifetime ISA is open, and you can recommence saving and investing.

  • Transfer a Help to Buy ISA to a Lifetime ISA

  • Transfer a cash ISA to a Lifetime ISA

  • Transfer a Lifetime ISA from another provider

EQi benefits

  • Why EQi?

    Insight and articles

    Investing strategies, market news and ideas for your portfolio

  • TOOLS

    Which fund?

    Funds to get you started, selected by independent investment research company, Square Mile

  • TOOLS

    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

*Correct October 2020