EQi is open to new customers
If your employer has let you know that your SAYE or share scheme has matured, you have the option to open a tax-efficient investment account with EQi. It means you can keep investing and aim to grow your wealth over the long-term. For further information on how to open an account, please refer to your scheme provider.
For anyone else looking to open an EQi account and until our online sign-up journey is enabled, please complete and return an application form. All EQi application forms can be downloaded from our Forms webpage - found here and returned by email.
Before opening an EQi account, please read our Important Information documents including the terms and conditions of the service to make sure it’s right for you.
As well as operating an online service we also provide full access to our services by phone so if you have any questions or accessibility needs, please call us on +44 (0) 345 0700 720. Lines are open 08:00 to 17:30, Monday to Friday (excluding UK Public holidays).
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A Stocks & Shares ISA
An ISA allows you to invest up to £20,000 per year and any gains are tax-free.
Plus, we are one of the few providers to offer a flexible ISA.
It means that with an EQi ISA, you have the freedom to withdraw money, and pay it back in the same tax year, without it counting against your annual £20,000 allowance.
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A Lifetime ISA
A LISA is a Lifetime ISA, an account available if you are aged between 18-39 to help people save for their first home or put money aside for their retirement.
The big plus is that you can invest up to £4,000 in an EQi LISA each year, giving you access to a wide range of investments, and the government will add a 25% bonus up to a maximum of £1,000.