Welcome to EQi
Since 1 April 2026, we have introduced a simplified pricing structure and revised dealing charges - for more information click below
Managing your shares and investments with EQi
If you hold shares through Shareview, or hold certified shares, you may be able to transfer them into an EQi investment account where you can buy, sell and manage your investments in one place.
Like Shareview Dealing, EQi is a share dealing platform that is part of the Equiniti group. EQi offers a range of investment accounts and tools designed for people who want to manage their own investments.
On EQi, you’ll be joining thousands of customers who value independence, choice and control over how they invest.
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How to log in to your EQi account
Once you join EQi, you will receive a welcome communication with details of your account number. Your 8-digit PIN will be sent to you separately.
When you log on for the first time, you will be asked to set a new PIN for added security. You will use this PIN for future logins to your EQi account.
If you already have an account but cannot remember your PIN, select ‘Forgotten your PIN’ on the login page and a temporary one will be sent to you by email. Should you forget your account number, please call our Customer Experience Centre.
Investment Risk Warnings
The value of investments can fall as well as rise and any income from them is not guaranteed and you may get back less than you invested. Past performance is not a guide to future performance.
EQi does not provide investment advice. If you are in any doubt as to the risk or suitability of an investment or product you should seek advice from an independent financial adviser.
The extent and value of any ISA tax advantages or benefits will vary according to the individual's circumstances. The levels and bases of taxation may also change.
Why manage your shares through EQi?
Moving your shares into an EQi account allows you to manage them alongside other investments.
You can buy and sell shares online, hold different types of investments in one place and make use of tax-efficient accounts such as our Flexible Shares ISA, Lifetime Shares ISA and the EQi Self-Invested Personal Pensions (SIPPs).
EQi also offers tools and resources designed to help you make informed decisions about your investments, including calculators that help you explore how regular investing and retirement planning could help your money work harder over time.
Get more value with EQi
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Invest regularly and build over time
Many investors choose to invest regularly rather than making one large investment.
With EQi, you can set up regular monthly investments, making it easier to build your portfolio gradually over time.
Regular investing can also help smooth out the ups and downs of markets, as you invest a fixed amount at regular intervals.
If your investments pay dividends, you can also choose to reinvest them automatically through a Dividend Reinvestment Plan (DRIP), which uses those payments to buy more shares.
Over time, regular investing and dividend reinvestment can help your investments grow by making the most of long-term market opportunities.
You can set these feature up on your dashboard.
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Funds to get you started
Funds are a popular choice for many investors because they allow you to invest in a wide range of companies or assets through a single investment.
To help you get started, EQi has partnered with Square Mile, the independent investment research business, to provide a selection of funds chosen using their research and analysis.
As part of our commitment to transparency and independence, EQi does not receive a fee or commission if you invest in any of these funds, and neither does Square Mile.
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Build on what you know
If you’d like to develop your investing knowledge, EQi provides a range of articles and insights through The Smart Money.
Here you’ll find practical ideas and guidance to help you build and manage your portfolio over time.
Whether you’re just starting out or looking to expand your investing knowledge, our Guide to Investing explains key concepts and helps you invest with confidence.
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Access a wide range of tax-free accounts
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Consolidate your investments
With EQi, you can hold investments across accounts such as a Flexible Shares ISA, Lifetime ISA or Self-Invested Personal Pension (SIPP), helping you manage your investments in one place.
Keeping costs down matters, as charges can reduce the value of your returns over time.
If you hold investment accounts with other providers, you may be able to transfer your dealing account, ISA, LISA or SIPP to EQi, helping you manage your investments in one place.
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Clear and transparent pricing
EQi offers a straightforward pricing structure designed to make it easier to understand the costs of managing your investments.
Our subscription is based on the total value across your EQi accounts, with clearly defined monthly fees, so you know exactly what to expect.
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Info
Shareview customer FAQs
We have an FAQs page dedicated to answering your questions as a Shareview customer moving to EQi
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GUIDE
Getting started with your EQi account
If you’d like help navigating the platform, our Guide to Using Your EQi Account walks you through the dashboard, deposits and placing trades step by step.
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INFO
Investing basics library
Dip into a collection of practical articles on the foundations of investing, whenever you need them.