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FAQs for Saga customers joining EQi

  • 89%

    of our customers would recommend us

  • 99.9%

    EQi meets best execution in the market 99.9% of the time

  • 100%

    Of all UK dividends are paid within 24 hours of receipt

  • Why has my account moved from Saga Share Direct to EQi?

  • How do I log in to my EQi account?

  • When was my account transferred to EQi?

  • When will I start to pay EQi fees?

  • Will EQi cost me the same as Saga Share Direct?

  • What if I already have an EQi account?

  • Who should I contact if I have an issue with this change?

Moving your account from Saga to EQi

  • Is my EQi account similar to my Saga Share Direct account?

  • Have the regular instructions on my account been applied on EQi?

  • Will the third party that manages my Saga Share Direct account still be able to do this on EQi?

  • Will I be able to view previous secure messages, stock history and payments from my Saga Share Direct account on EQi?

  • Will my watchlists be transferred over to my EQi account?

  • Will my saved debit card details move to EQi?

  • What is the last date to send in Saga Share Direct forms?

  • Your IQ, your EQi

    You’ll find EQi is the home of intelligent investing.

    89% of active customers have been with us for more than five years, growing their portfolios and market knowledge. From new investors to customers who are now ISA millionaires, EQi is committed to supporting investors at every life stage.

    We provide market news and features so you can develop your approach to investing, back yourself and make adjustments as your goals change.

    With EQi, you know what’s possible when you put your mind to it.

How to manage transfers out

  • If I have chosen to transfer out will I have to pay transfer fees?

  • What happens if I haven't transferred out before the move to EQi?

Trading share certificates

  • Am I still able to trade share certificates?

  • What happens to my certificated account once it transfers over?

Saga questions

  • Will the Saga Share Direct website remain accessible?

  • Am I able to retain my Saga Possibilities?

  • EQi FAQs 

    If you have any further questions, please try our FAQs hub. 

    It includes answers to using your online account, fees and charges and account management.


  • 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. 

  • Contact us 

    If you have further questions, please get in touch via via secure message or email

    You can also call us on 0800 056 4827, but please bear in mind that COVID-19 has impacted how our colleagues work and wait times may be longer than usual. Our opening hours are 08:00 to 16.30, Monday to Friday, excluding bank holidays.