Can a third party top-up my EQi account?


Individual Dealing Accounts, and Shares ISAs: All top-ups into your accounts must originate from your nominated bank account. ISA scheme rules require that all subscriptions are made by the account owner and not by a third-party.

Joint Dealing Account: Top-ups to Joint Dealing Accounts must be from the nominated joint bank account.

Investment Clubs: For existing Investment Club accounts, top-ups must be from the Club's bank account. We do not accept applications for new Investment Club accounts.

SIPP Accounts: Top-ups must be made via the SIPP Administrator/Trustee.

- Submitted on 29th Feb 2020

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