How can I transfer cash and investments out of my EQi account?

We can transfer your cash and investments to another provider, but we can only initiate a transfer upon request from your new broker, you will need to contact them and complete any transfer documentation they require. Your new broker will then contact us and we will arrange the transfer accordingly.

EQi does not charge for the transfer of accounts to another provider, although any accrued account fees due at the time of the transfer request will be charged before closure. This process can take 2 - 8 weeks to complete dependent on which assets are to be transferred.

Please Note: For the transfer of a SIPP, you would need to contact your SIPP Administrator/Trustee who will liaise with our Transfer Team directly.

- Submitted on 26th Jan 2021

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