EQi Reviews 627

My customer service representative for EQI was very professional and clearly outlined what was required to release my funds. In addition Ramsiya was also patient with me as my Internet connection was quite slow but Ramsiya gave me enough time to follow her instructions.

Manish was very helpful, answered all my questions without hesitation and arranged periodic statements as requested. 5* assistance thank you Manish M.

excellent service, very helpful, very curtious.

EQi gave me step by step instructions on how to move my money in and out of the flexi isa, they also gave me timings as to when I could expect to receive the cash.

Very helpful and knowledgeable call assistants.

Agent understood my query investigated and properly analysed the problem to my satisfaction.

Very helpful and spoke very good English and listened when I was talking

My query was met with great patience and thought to get everything resolved to my satisfaction.

Bhumika Sanandaj was very helpful and explained how the account worked and the costs linked to the account.

This may be related to artificial restrictions placed on this being a companies sharesaver scheme maturity and it's transfer to EQi.

However:
An investment platform that can only tell me what my investment is worth TODAY and the difference in price since YESTERDAY... end of information, seems rather paltry.

If I want to see what it was worth 2 days ago? Nope.
On a specific date? Nope.
"You can look up the share price of the underlying stocks!" (paraphrased but genuine customer support response) - which... anyone can do from google.

I ended up having to take the number of shares held in particular stocks, look up the share price(s) on the day, manually calculate what each group of stocks was worth, add them together to work out my pot value on a particular date.

That's INCREDIBLY simple math for a computer to do on request and is surely the most basic info an investor would want from an investment platform?! Certainly a very basic standard seen in most other platforms looked at ("how is my investment doing this week, am I up/down, what direction is it heading?" 1 simple graph).
Seemingly asking too much. Avoid.

Worst customer service ever. Spoke to someone called Thabasum who was based in India who was persistently very rude and didn’t help in the slightest. She kept sighing every time I had a question, indicating she was fed up at being asked questions. Not what you expect from customer service. Felt like she was fed up and wanted to be somewhere else. Eqi customer service and service in general is abysmal for such a supposedly reputable company.

Nivedha was helpful in answering my questions and queries. Overall contacting EQi was a good experience.

He was very friendly and helpful he try he's best to help me, thank you keep doing excellent customer service

Informative and helpful staff

Marks Caffery’s level of professionalism far exceeds any of his colleagues that I have previous dealt with. He was very knowledgeable and extremely helpful, with a very good mannerism.
He is a credit to the company. More representatives like Mark would improve the company’s reputation for customer service.

Advisor had good communication skills, listening to my request, and checking understanding of my requirements before offering guidance and support throughout. He was excellent in explaining the various steps, displaying that he was knowledgeable about transaction I wanted to complete. Giving various options for me to consider and then following up on the option I opted for.

Just had a chat with Peter from EQI, he was very informative and created an enlightened experience for me. As I had not used some of the tools on EQI portal, Peter guided me through the use of them and described the terms I was not familiar with. This has been a great experience for me and would be happy to contact the EQI chat helpdesk again. Thanks again Peter, you've made the process so easy for me.

Had A little difficulty understanding accent but got there!

Very clear, helpful and friendly. Issue resolved very quickly.

Bhumika did a great job.