Investments
Discover our wide range of investment options and solutions, all supported by our online platform, to help you manage your clients’ wealth.
Cash panel
We offer access to a diverse range of assets and investment solutions suiting all risk types, including access to competitive fixed term deposits through Bondsmith.
Bank accounts
Find out about our product bank accounts and our approach to cash interest, including how we share the interest generated on cash with your clients.
Execution-only dealing
James Hay works with EQi and Stocktrade to offer access to shares, exchange traded funds and investment trusts.
The annual charge to use a panel stockbroker is £27. Please note that firms will apply their own additional charges for using their service.
Click on the panel companies to see more information or visit their websites. All statements have been provided by the companies and have been published in good faith. We accept no liability for their accuracy.
Please note: Stocktrade is only available for investments made on the Modular iSIPP and Wrap.
Available through the James Hay Modular iSIPP, GIA and ISA, EQi is a trading name of Equiniti Financial Services Limited, part of the Equiniti Group.
If you're phoning from the UK, the number to call is 0333 207 6371. If you are phoning from abroad please call +44 121 415 0945.
The following are just some of the features you can expect from your EQi share dealing account:
A wide variety of investments
The ability to place at best and limit orders online or by phone
View a full statement history outlining your dealing history and money movements
View your portfolio value
Read and respond to secure messages relating to your share dealing account, including electronic contract notes
These exclusively negotiated terms with EQi are available on the Modular iPlan and Wrap.
EQi sent a secure message to customers with EQi accounts detailing an increase to their PTM levy as well as a reduction to interest rates on cash balances held in EQi accounts from 2 December 2024. For any queries, please email hello@eqi.co.uk.
*Ordinarily the charge for using the EQi service is part of your Monthly Transaction charge levied on the James Hay Wrap. However, if you make more than 20 Wrap sharedealing transactions in a year, the £15 per transaction, dealing fee will apply.
Stocktrade, based in Edinburgh and Dundee, is the trading name of Embark Investment Services Limited, which is a wholly owned subsidiary of Embark Group.
As an execution-only broker, Stocktrade does not offer investment advice but instead deals and settles transactions for investors who make their own investment decisions.
Stocktrade work with: quoted companies, discretionary fund managers, life companies, platforms, SIPP providers, and buildings societies, offering execution-only trading services from pension administration and bulk dealing linked to maturing share schemes through to phone and online dealing access for employees, advisers and shareholders.
For further information please visit www.stocktrade.co.uk.
Investments can go down as well as up. You may get back less than you originally invested.