This category only includes cookies that ensures basic functionalities and security features of the website. I have found Eqi to meet my requirements adequately. Comparetheplatform.com is a price comparison website. :(, On balance EQi provides a great service. The computer system works well … Very slooooooww to get a quote. Share buying and selling is very efficient and quarterly reports are most helpful. Equiniti Financial Services Limited is part of the Equiniti Group. But opting out of some of these cookies may affect your browsing experience. About EQi and Equiniti. And when I finally get a quote, the trade won’t go through. The areas of concern I have as a retail investor are a) that certain "spreads" appear to have widened markedly and b), certain investments are no longer available to trade for no apparent reason - these views are based upon my recent experience vs 3-4 years ago. These cookies will be stored in your browser only with your consent. Necessary cookies are absolutely essential for the website to function properly. This I would describe as non-intuitive eg. Overall. Investment and general insurance services are provided through Equiniti Financial Services Limited, which is registered in England and Wales with No. If your options change regarding an employer’s pension scheme you may wish to review your financial situation. EQi (formally selftrade) are owned by Equiniti, one of the largest and most established UK stockbrokers and investment platforms. It has a trading heritage and provides a comprehensive range of investments and access to ISAs, Sipps and general investment accounts. Thank you sending this through. Comparetheplatform.com is a price comparison website. The charges are reasonable and the information they provide through their website has always been useful when searching for new investments. This website uses cookies to improve your experience. A very comprehensive service at a reasonable price. Eqi was relaunched a year past It is a reliable and efficient share dealing service. I was looking to invest in Baillie Gifford funds and, I suspect, rather by accident came across the EQI website. The levels and bases of taxation may also change. Dividends are credited on the pay date . Hopeless! Equiniti Financial Services Limited is a member firm of the London Stock Exchange. Useless. The levels and bases of taxation may also change. It feels 'clunky'.In terms of funds being moved, I have always been very satisfied, the same goes for all transactions. EQi is a DIY platform that is backed by Equiniti. not necessary.Another step on logon security ( not the dreaded voice message) may be an idea.Otherwise very good & does what you want, 5 stars, I cannot put into words how frustrating it is dealing with EQI/Equiniti whatever their calledgoing home at 4.30pm this an appalling servicego to anybody but these people IF YOU WANT TO GET ANYTHING RESEMBLING SERVICEI don’t speak to EQI fo the best part of a year and this happensPosted to facebookYou can change the name BUT YOU CANT CHANGE THE APPALLING SERVICEFirst call 23 minutes to get a new online pinSecond call 15 minutes to get a new online emailed to me because the first email had too many characters- who would set up a system that has a limit of 30 charactersThird call 20 mins then cut off we have technical difficulties and cut me offMr Wakeley & Co you should ashamed of your poor serviceAnd then this postso you spend the best part of an hour trying to get through and they send you this message PRICELESS!!! I have also set up a monthly direct debit so as to be able to make further investments in the future.The range of investments available is very good. Equiniti Financial Services Limited is part of the Equiniti Group. For low turnover accounts, the safekeeping fee can seem a bit steep. When it comes to planning ahead, we’re seriously lacking…, £12.50 plus £4.99 per wrapper account per quarter (No wrapper account charge for GIA if ISA or SIPP is held). In general, I'm quite satisfied with the service from EQi, many thanks.The only item that attracts a small feeling of irritation is the website - some aspects of the user interface are not so well thought out, or are a bit 'clunky'. Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. EQI does not provide investment advice. 6208699 and is authorised and regulated by the UK Financial Conduct Authority. Share buying and selling is very efficient and quarterly reports are most helpful. Dealing charges are high. All rights reserved. We offer free, independent and impartial guidance to help you make informed decisions about which investment platform to use. Processes work well, errors are few and far between and the costs of the EQi platform are reasonable vs the competition. The content on this page has been supplied and approved by Equiniti. This only refers to cash in in account and does not mention the pdf available there which does offer amount of fees due.The location of 'Manage' account button has to be accessed by Dashboard > Dealing Account > 'Manage'. A very comprehensive service at a reasonable price. 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. Website a bit 'clunky' & perhaps a bit slow & a bit illogical,Reading messages 3 mouse clicks! We offer free, independent and impartial guidance to help you make informed decisions about which investment platform to use. EQi is Equiniti’s exciting new trading website that offers access to an extensive range of investment products as well as market news and insight. It is a privately held company. EQi has a share-dealing bias and is therefore more suitable for seasoned investors. The extent and value of any SIPP tax advantages or benefits will vary according to the individual's circumstances. Once in a pension your money is only accessible, in general, from age 55. Small things may be better or worse, but generally I am happy with them to hold and transact my shares. It is mandatory to procure user consent prior to running these cookies on your website. EQI® is a trading name of Equiniti Financial Services Limited whose registered office is Aspect House, Spencer Road, Lancing, West Sussex BN99 6DA. Have been with the company for nearly 20 years never had any problem Cant remember when last I contacted them for any thing. 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. I imagine that they will be streamlined in time, so one exercises patience :-)Thanks for the opportunity for providing feedback. EQi is part of Equiniti, a FTSE 250 listed company. Many thanks The EQi Team. EQI® is a trading name of Equiniti Financial Services Limited whose registered office is Aspect House, Spencer Road, Lancing, West Sussex BN99 6DA. It is easy to log into, and there is some sort of virtual portfolio to shadow any investments that interest you.So it works fine other than the customer relations bit. EQi is an online investment management company that offers various share-dealing platforms. Equiniti manages and administers the shares for 70% of the FTSE 100 and interacts with 27 million shareholders and pensioners. To locate the amount due for current quarterly fees one must click the link:- 'To avoid the above, please ensure that you have sufficient cash in your account(s) to meet your fees' “Please click here” link. Below average but then expected when the competitors are just as bad. The extent and value of any ISA tax advantages or benefits will vary according to the individual's circumstances. EQI are as good as the other leading brokers/platforms. Fees are reasonable,particularly if you deal more than once a month. An easy to use investment platform, no frills and no problems. The process of investing was very straightforward and completed very quickly. Occasionally messy to navigate, the site nevertheless gives me all the information needed. Investment and general insurance services are provided through Equiniti Financial Services Limited, which is registered in England and Wales with No. Investment and general insurance services are provided through Equiniti Financial Services Limited, which is registered in England and Wales with No. These cookies do not store any personal information. Equiniti Financial Services Limited is part of the Equiniti Group. It was founded in 1999 and is based just outside Worthing in West Sussex. I have found the new site to be extremely easy to use and appreciate the security checks which are so necessary when scamming and hacking are so rife. EQi is one of the UK’s largest DIY Investing platforms.