Your history with EQi

We have moved your account(s) and included five years’ worth of statements from EQi, consolidated tax certificates and contract notes for your future reference. We will be adding a statement to cover January through to March 2021 in the next few weeks, followed by a final statement covering April through to June 2021 when your account has moved. 

To help you track gains and losses on your investments, we also created a ‘book value’ for each of your investments when we moved them over to interactive investor. This was their value at close on XXXX but you will be able to edit it easily online to reflect their original purchase cost, or value at another date, if you prefer.