Welcome to EQi
We're pleased to have you join us from Saga Share Direct
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Log in to your EQi account
Your log in details are the same, simply enter these on the EQi log in page to access your account. All your existing instructions and account history have been added to your EQi account to make the move easy.
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Help using your new account
To help you use your new EQi account, we have created a step-by-step guide which includes: how to log in, how to set up regular instructions and how to make a trade.
Here for Saga Share Direct customers
Saga Share Direct’s dealing service was provided by Equiniti Financial Services Limited so when Saga Share Direct decided to move the service, it made sense to look to Equiniti’s self-investing platform.
EQi is dedicated to DIY investing, with products and resources designed to give customers what they need to grow and create income from their investments.
EQi is part of Equiniti, a FTSE 250 listed company. Equiniti manages and administers the shares for 70% of the FTSE 100 and interacts with 27 million shareholders and pensioners.
Crucially, EQi is fully authorised and regulated by the FCA. We hold all customer assets are held separately to ours, so they remain secure at all times. Our customers are also protected by the FSCS (Financial Services Compensation Scheme).
By joining EQi, you are joining tens of thousands of customers who also value independence, choice and control over their investments.
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Why EQi?
As a company we have been offering share-dealing services for 20 years and EQi now has over 60,000 customers. We are happy to say that 89% of our customers would recommend EQi.
Our site is not just a trading website. As specialists, we focus on the products and resources that help to make your money work harder and which are tax smarter.
Access a wide range of accounts
Consolidate and cut costs
Once you have one account with EQi, you can open a Flexible ISA or a Self-Invested Personal Pension (SIPP) and we will provide you with a dealing account, free of charge, helping you to keep costs down.
This could include ISAs or SIPP transferred from another provider. As an investor, you may well have other investment accounts beyond Saga Share Direct. If you have one of these accounts with a balance of more than £1,000, you can transfer them to EQi to take advantage of our flat fee structure.
Find out more about transfers.
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Why EQI?
The funds
EQi has partnered with Square Mile, the independent investment research business, to offer a list of three rated funds.
You can choose a fund based on asset type, geography or strategic aim and at a glance you can review each fund’s desired outcome - growth, income or preservation.
As part of our commitment to transparency and independence, EQi does not receive a fee or commission should you invest in any of the funds, and neither does Square Mile.
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WHY EQI?
The resources
EQi has a wealth of award-winning insight.
Access features from financial journalists, review investing strategies for retirement. Listen to experts discuss key topics on our investment podcast series, The Smart Money.
You can stay up-to-date by selecting the content you’d like to receive direct to your inbox.
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EQi pricing
Our pricing is tailored to your activity. EQi is committed to keeping costs low and overall cost will depend upon the account you have, the type of investments you hold and the type and frequency of trades you make.
As we are committed to transparency, we’ve also set out a comparison of how our key fees compare to Saga Share Direct’s charges.
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FAQs
We have an FAQs page dedicated to answering any questions Saga Share Direct customers you may have about the move from Saga to EQi.
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Contact us
If you have a question about the transition to EQi, please send a secure message from your account.
You can also call us on 0345 0700 720. Our opening hours are 08:00 to 17.30, Monday to Friday, excluding bank holidays.