EQi Review

as of 17/03/2021 at 4:56 pm

Holly's View

EQi is a big established player whose parent company looks after a lot of the shares held by those who get issued shares through work. This DIY offering however needs work to get the systems and service working as well as they need to. It’s tricky to find what their unique selling point is today, or what they do better than others.

Our Rating

Recommended For

In a nutshell

Better suited to share traders

Costs are fair

Needs a digital revamp

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What to Expect

Investment Choice


Stocks and Shares ISA

Lifetime ISA

Investment Account


Investments available

Funds from other groups

Stocks and shares

Investment help

Pick your own funds

Pick your own shares

The 'Geeky' Details

Provider details

EQi continues to move towards more user-friendly content for the less experienced investor with appealing imagery and tools to make complicated information digestible. You pick your own investments from the mountain of funds and shares available. Currently, if you're not sure about what you're doing or what you need, it's a complex text-heavy site to navigate. 
With a £17.49 quarterly custody charge (that can be offset), fund fees of 0.3%, falling to 0.25% after £50,000 and a £10.99 dealing commission on shares - their charging structure is complicated. It is worth noting that making two share trades within a quarter or holding around £20k in funds would result in the quarterly custody fee being offset completely. Overall - relatively pricey for small portfolios but more competitive for mid-sized pots.
It's just a bit hard to know what their real advantage or core strength is. 

Important Facts & Figures

Provider Size:

Mid-sized investment platform

Minimum amounts: £10
£10 minimum initial investment – investments will have their own minimums

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