EQi Avaliações 637

Keith Caffery, customer experience representative, has helped me enormously with the administration of my grandparents investments. He is very knowledgeable and skilled in his work. His people skills, compassion, sensitivity, patience and perseverance are irreplaceable. He sets the benchmark for excellence in service performance.

Very good service, resolved my issues

Peter listened and helped me he explained what I needed to know and was extremely kind and helpful

Excellent customer service. The advisers were patient with my poor understanding and went out their way to help. Where there was doubt regarding my questions, advice was sort.

Peter was most helpful in providing temporary PIN number to enable bot( my wife and I to access our ISA ACCOUNTS online.

On the face of it, EQi's Flexible Stocks and Shares ISA is a great product. However, they are so slow to act on instructions that it's impossible to recommend. Their SLA for making transfers into it is 10 working days which is far too long to start with. On top of that, the 10 days isn't from when you send your instruction – it's from when they forward your instruction to the processing team so the real SLA is 11-12 working days. Their slowness is likely to result in a significant tax liability for me, which negates the entire point of the product. I want to love it, but it's impossible to recommend the service given their current service level. I will update this review if things improve over the next few weeks.

Update: EQi’s complaints department got in touch and were able to intervene to get this process sped up sufficiently for me so that the transfers all went through in time…just about. If only it could have been happened smoothly all along.

I had struggled with an earlier colleague who, now I know, wasn’t aware you have two portals, Equinity and EQI for ISA’s.
Bhumika Sadananda Recognised it straight away from the account number and from 30 minutes on the phone getting nowhere in five minutes I was up and running😎

Monica from Customer Services was most helpful, charming and resolved the issue I had with my account

Answered all my questions for me quickly.

If you want a fast ISA Subscription transfer of shares then be advised EQI are considerably slow. Their SLA is 10 days but you will be lucky if they manage that and seem to find it ok to adjust their SLA's whenever they please. Everything is "unpresecdented" these days no matter what you want done

Had to wait a while to be spoken to and the account number does not seem to be recognised when stated on the automated part of the call, but once I got through, the person was very helpful

Needed help adding my ISA to my account. Advised it was held on a separate system. Was taken trough the steps to access my ISA. Patient and professional.

EQI Customer Experience Representative Mark Caffery provided an exceptional customer service. Mark handled my query with excellent knowledge to assist with my account issue.

Liam was polite, professional and efficient. Answered my query easily

Easy to open account as well as transfer shares into the EQi ISA from another broker. Some forms needed a wet signature which is a little bit inconvenient this day and age but the requests were swiftly actioned.

professional , friendly and spoke very clearly

I used the chat function on the website - the experience was excellent. The operator was clear, concise, speedy in response and understood my issue clearly.

Mark was very helpful and knowledgeable and friendly.sorted everything out for me and was very patient with many questions.i couldn’t be happier about the level of service I received

Had a great customer experience today Thank you

SHOCKING

I have used Equinity for around 18 years and their service has never been worse.
The automated security system can not hear what you are saying. Then you're transferred to a person who cant get a transfer from a current account into the Equinity account. Barclays says that EQI never requested money from them any of the 3 attempts I have made (Do you see the irony? I'm tyring to add funds to my EQI acocunt and it isn't working...)
Then the bloke on the phone admits "we changed the payment system (Which used to work fine) and now - all this trouble..."
I've had the following issues with EQI in the last three years:

Cant log in (My PIN no. has never changed) but a glitch in their system keeps asking for the same number from mu PIN but it never works

They dont action on requests

Takes 20 mins to reach a person

Cant fund the account

Cant find the receipts I need on their website because their email system DELETES the emails after a fixed period of time (You cant make this up)

All in all, EQI has become a train wreck. Go anywhere else.