FAQs for Shareview customers joining EQi

EQi is a DIY investment platform that is part of the Equiniti group and re-launched as a next generation share dealing platform in 2020. EQi offers better features, more products and free expert insight.

Equiniti recognises that EQi better serves the needs of self-investors and this is why we have moved all customers’ accounts.

All accounts were transferred to EQi at the end of January 2021.

When you first log in to EQi, you will use the same login details as you used on Shareview. As part of the log in process, you will be asked to set a new eight-digit PIN for enhanced security. The log in button can be found at the top of every page on the website.

Steps to log in to your EQi account for the first time: 

Step 1 – Enter your account number or username as you would have done on Shareview.

• Your account number will be eight characters.
• If you usually log in with a username, it may be your email address.   

Step 2 - Enter your six digit Shareview Dealing PIN.

Step 3 - You will now be asked to create a new eight digit PIN to log into EQi ongoing. The new PIN will have to be entered twice to complete the process. 

After your PIN has been updated, you will arrive on your new EQi account dashboard.  

Rest assured, EQi will feel familiar, with similar functionality and features as Shareview Dealing.

EQi has been specifically designed as an easy-to-use share-dealing platform but with the added benefits of access to a wider range of investments, including Mutual Funds, more accounts such as a Lifetime ISA and Self-Invested Personal Pensions (SIPP).

You will also find better access to investing content from industry experts, our new podcast series The Smart Money. As well as investing tools such as Morningstar data and analysis, investment calculators and Portfolio X-ray.

Even if your Shareview account was locked, you will still be able to log in to EQi. Please see our  page on locked accounts for more information.

Locked accounts

Yes, your regular deposits and regular investments have automatically moved with your Shareview Dealing account to EQi.

Yes, all dividend reinvestment and income payaway instructions from your Shareview account have moved over automatically to your new account on EQi.

You will also now have the option to create a regular income by withdrawing funds monthly, quarterly, every six months or annually. Simply specify the amount and the income will be paid into your bank account via BACS, so long as you have the cash in your account to withdraw.

Additionally, this feature will also allow you to reinvest some of your income into specific securities, and pay the rest into your bank account.

The minimum amount you can withdraw into your bank account is £10.00 and it is free of charge to set these up. From your account dashboard see quick links, or current arrangements to get started.

Yes, if you had a third party managing your account, they have automatically been transferred over to your EQi account.

Yes, all your account history has been moved over to your new EQi account.

Yes, all your current email preferences on Shareview Dealing have automatically been applied on your EQi account. You can change these on EQi at any time by following these steps:

1. Log in to your account and from your dashboard go to profile
2. From the menu on the left hand side select communication preferences
3. From here, choose the communications you would like to subscribe to or opt out of receiving.

Equally, if you would like to receive emails from EQi, simply follow the steps above once your account is open to sign up.

You can choose to hold both accounts separately, or to combine the accounts into one. To request to merge the two accounts, please send us a secure message referencing both account numbers.

Please be aware it won’t be possible to merge the account history held on both accounts, so you can nominate which account you would like to be the primary account where your previous messages will be kept, and the other account will be merged into it.

EQi pricing is tailored to your activity. The overall cost will depend on the type of investments you hold and the type and frequency of trades you make. As part of our commitment to transparency, we have created a comparison of key Shareview and EQi fees.

Price comparison

On Shareview, the currency charge was included in the amount quoted for the trade in GBP. With EQi, the share price is quoted in the local currency and the currency conversion charge is added separately based on the value of your trade:

• Up to £25,000: 0.95%
• £25,000.01 to £50,000: 0.75%
• £50,000.01 to £100,000: 0.50%
• £100,000.01 and over: 0.30%

If you pay a corporate rate for your account, you can view your pricing when you log in. From your account dashboard, go to your profile, then see rates and charges.

If you have a balance of £0.00 you will not be charged a custody fee. Once you hold cash and / or investments to your account, the quarterly custody fee will apply.

You will immediately benefit from cheaper online dealing commission on EQi now your account has moved over. From Monday 25 January, all fees except for the custody fee will apply.

The last Shareview custody fee you were charged covers until 31 March 2021. This means the EQi custody fee won’t apply until 1 April 2021 and will be charged in July 2021 for the previous quarter.