How can I transfer investments from another provider into my account?

You can complete a full or partial transfer on all accounts we offer at EQi by following these simple steps:

Step One – Complete a Transfer In form in full, for the account you wish to transfer. This must include amount, description of investments held etc for your instruction to be completed without delays.The form can be located on the 'Forms' page.

Step Two – Send to the EQi address as displayed on the form.

Step Three – On receipt of the transfer instruction, we will contact your existing provider and complete the transfer for you.

Points to Note:

  • You can complete a transfer request at the application stage via the details on the welcome pack or call the Customer Experience Centre if you would like a form to be sent to you by post.
  • SIPP transfer process – For the Transfer In of a SIPP, you would need to contact your SIPP administrator/Trustee who will liaise with our transfer team directly.
  • Currently, EQi does not offer a Transfer In cash back.
- Submitted on 30th Apr 2020

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