Transferring to EQi is easy
You will need to hold an EQi Flexible Shares ISA which takes less than ten minutes to open if you do this online.
Once this is completed or if you already have a EQi Flexible Shares ISA, you can then initiate the transfer process by completing and returning a Shares ISA Transfer-in form, found on the Forms webpage.
You will receive a notification when your transfer has been initiated. We will contact the other provider and arrange for the assets to be transferred into your EQi account. Once the transfer has been completed, you will receive notification that the stock is available in your account.
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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.
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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.