Accounts and access
Sections ↑EQI’s account architecture includes both EQI and BTG Pactual. Its quadripartite agreement assigns execution, custody and currency-service roles across the companies, while professional platforms are contracted directly with BTG. The May 2026 operating rules provide concrete order-confirmation and outage procedures; WDO commission depends on the account’s applicable contract and volume tier.[7][9][4]
At a glance01
Parties to the account arrangement
| Party | Role in the published agreement |
|---|---|
| Client | Investor giving instructions and meeting settlement/guarantee obligationsSource 7 |
| EQI Investimentos CTVM | Intermediation; may execute directly or through the other named institutionsSource 7 |
| BTG Pactual CTVM | Named brokerage/custody partySource 7 |
| Banco BTG Pactual | Named banking/custody and currency-service partySource 7 |
At a glance02
Relationship tiers and trading software
| Service | Published distinction |
|---|---|
| Advisory | R$200,000–500,000 relationship bandSource 6Source 9 |
| Exclusive | R$500,000–5 million relationship bandSource 6Source 9 |
| Private | Above R$5 millionSource 6Source 9 |
| Professional platform | Contract directly with BTG Pactual; fees and features shown at subscriptionSource 6Source 9 |
Markets and contract mechanics
Sections ↑At a glance03
Investment and trading services
| Market / service | Scope |
|---|---|
| B3 futures | Listed currency and other futures; WDO is cash-settled exposureSource 5Source 6Source 7 |
| Cash securities / options | Brokerage and custody through the account architectureSource 5Source 6Source 7 |
| Fixed income / funds | Product-specific terms and liquiditySource 5Source 6Source 7 |
| Currency service | Separate banking/currency transaction under the applicable service termsSource 5Source 6Source 7 |
At a glance04
WDO mini-dollar contract specification
| Feature | B3 contract rule |
|---|---|
| Underlying | BRL per US dollar commercial exchange rateSource 1 |
| Contract size | USD 10,000 of notional exposureSource 1 |
| Quote convention | BRL per USD 1,000; a quoted 5,000.0 corresponds to BRL 5.0000 per USDSource 1 |
| Minimum tick | 0.50 quotation point = R$5 per contractSource 1 |
| One quotation point | R$10 per contract; 100 points = R$1,000Source 1 |
| Trading lot | One contractSource 1 |
| Expiry | First business day of the expiry month; trading ends in the preceding sessionSource 1 |
| Settlement | Financial settlement; a futures position does not deliver a withdrawable USD balanceSource 1 |
The contract size is much larger than the cash posted as margin. A 14-point adverse move in one WDO contract equals R$140 before costs. That arithmetic does not mean the broker must close the position at R$140, or that losses cannot exceed the collateral.[1][2]
Trading costs and subscriptions
Sections ↑At a glance05
Published account and platform charges
| Item | Public disclosure |
|---|---|
| Account opening / maintenance | R$0Source 4Source 9 |
| TED | R$0Source 4Source 9 |
| Custody | R$0 in the general account tariffSource 4Source 9 |
| Brokerage | Regressive schedule based on executed monthly orders; counting resets monthlySource 4Source 9 |
| Trading platform | Direct BTG contract with its own stated price and renewal termsSource 4Source 9 |
At a glance06
Securities lending fees
At a glance07
Trading-software commercial conditions
| Issue | May 2026 operating rules |
|---|---|
| Contract counterparty | Client contracts with BTG PactualSource 9 |
| Price / features | Disclosed when each platform is contractedSource 9 |
| Price changes | Rules allow changes after advance communicationSource 9 |
| Continued use | Client remains responsible for the new price if continuing the serviceSource 9 |
EQI links a BTG risk manual dated July 2024, which also contains Invest Flex credit pricing. Borrowing and forced-liquidation costs should follow the current signed credit agreement and desk schedule rather than an older manual’s price illustration.[8]
At a glance08
Charges outside headline brokerage
| Cost component | When it matters |
|---|---|
| B3 charges | Exchange, clearing and settlement charges follow the applicable instrument and trading patternSource 4Source 1 |
| Tax and invoice additions | Broker schedules may quote charges before taxes or other invoice items; check each schedule’s basisSource 4Source 1 |
| Platform subscription | A recurring charge may apply even when order commission is waivedSource 4Source 1 |
| Risk intervention | The broker’s compulsory-close or desk tariff can exceed self-service commissionSource 4Source 1 |
| Price movement and financing | Slippage, daily futures settlement and collateral/debit charges are separate from brokerageSource 4Source 1 |
Execution, margin and risk controls
Sections ↑At a glance09
Order types in EQI’s rules
| Type | Function |
|---|---|
| Market | Specifies quantity and instrument; seeks execution at available market conditionsSource 9 |
| Limit | Execution only at the limit price or betterSource 9 |
| Managed | Client specifies asset and volume; execution timing and portions are managedSource 9 |
| Stop | Conditional instruction described in the order rules; not a guaranteed-price exitSource 9 |
At a glance10
Electronic-order acknowledgement
| Event | When EQI treats it as accepted |
|---|---|
| New order | Receipt by the B3 trading core and confirmation of that receiptSource 9 |
| Cancellation | Effective receipt while the corresponding transaction has not already occurredSource 9 |
| Trade confirmation | Electronic routing-system execution reportSource 9 |
| Execution through another institution | Rules permit another contracted institution or give-up arrangementSource 9 |
At a glance11
Risk concepts in the linked BTG manual
| Concept | How it affects trading |
|---|---|
| Allocated day limit | Allocated capital ceases to be available for unrelated operationsSource 8 |
| Required margin | Sum of open quantities multiplied by each instrument’s required amountSource 8 |
| Open / closed P/L and costs | Affect available intraday capacitySource 8 |
| Current account display | Home Broker / trading app show the applicable risk positionSource 8 |
At a glance12
Dated manual: close thresholds and cut-offs
| Rule in July 2024 manual | Scope / limitation |
|---|---|
| Day-trade factor at or below 30% | Positions may be closed by BTG risk under that manual’s defined formulaSource 8 |
| General factor at or below 5% | Separate general risk ratio; not interchangeable with the day-trade factorSource 8 |
| Day-trade timing | Close five minutes before closing call, or ten minutes before normal end where there is no callSource 8 |
| Unclosed day position | Manual permits automatic closure; technical failure does not erase the client’s obligationsSource 8 |
B3 publishes a R$140 minimum intraday margin for WDO. It is an exchange floor, not a promise that every account can trade with R$140. The broker’s live requirement, available guarantees, pending orders and any switch to an overnight position determine actual capacity.[2]
Funding, withdrawals and asset transfers
Sections ↑At a glance13
Cash-transfer route
| Item | EQI’s published instruction |
|---|---|
| Preferred published method | TED using authenticated Transferências > Depositar detailsSource 10 |
| Account holder | Lead instruction specifies a transfer of the same ownershipSource 10 |
| Cut-off | Page says accepted until 17:00; later transfers counted next business daySource 10 |
| Bank/account details | Use the current logged-in details instead of copying an old account numberSource 10 |
At a glance14
Bringing investments to EQI
| Step | Published process |
|---|---|
| Prepare | Check destination market permissions and clear origin-account impedimentsSource 10 |
| Request | Transferências > Transferências de Custódia; choose EntradaSource 10 |
| Identify | Provide origin institution, account and the asset codes/quantitiesSource 10 |
| Documents | Generate the STVM / fund letter where applicable and send the signed request to the originating custodianSource 10 |
| Track | Origin custodian executes the transfer; contact it if the request remains pendingSource 10 |
At a glance15
Custody-transfer timing categories
| Category | Published period after a valid request |
|---|---|
| Centrally deposited securities / exchange derivatives | Up to two business daysSource 10Source 13 |
| Specified publicly distributed bank instruments | Up to two business daysSource 10Source 13 |
| Covered OTC derivatives / other securities | Up to five business daysSource 10Source 13 |
| Investment-fund units | Up to nine business daysSource 10Source 13 |
At a glance16
Guarantee allocation in the linked manual
| Asset / action | Published process |
|---|---|
| Shares | Automatic allocation when required under the BTG arrangementSource 8 |
| Government / private debt | Allocation requested through the platformSource 8 |
| Home Broker deposit | Garantias > Livres; select asset and amountSource 8 |
| Home Broker release | Garantias > Depositadas; request asset and amountSource 8 |
| Release decision | B3 assesses portfolio exposure and remaining guaranteesSource 8 |
Client assets and investor protection
Sections ↑At a glance17
Custody and communications records
| Issue | Contract / rules |
|---|---|
| Custody responsibility | The quadripartite agreement names BTG brokerage and bank parties; platform supply is only one part of the arrangementSource 7 |
| Communications | Contract permits recording of interactions and retention for at least five years, longer where required for proceedingsSource 7 |
| Credential use | Personal credentials and electronic signature; misuse can cause access restrictionSource 7 |
| Client account | Intermediation-account records should not be confused with an unrestricted cheque accountSource 7 |
At a glance18
Investor compensation and market losses
| Issue | Applicable boundary |
|---|---|
| BSM MRP | Up to R$200,000 per occurrence for qualifying, proven losses in covered intermediary or custody activitySource 11Source 12 |
| Market risk | Ordinary price losses and the issuer’s bankruptcy are not covered by MRPSource 11Source 12 |
| Claim timing | BSM states an 18-month period from the loss-causing eventSource 11Source 12 |
Support, outages and complaints
Sections ↑At a glance19
Customer service and complaint contacts
| Channel | Published contact | Scope / hours |
|---|---|---|
| Customer service | 4007-2374 | Monday–Friday excluding holidays, 09:00–18:00Source 3 |
| +55 47 4007-2374 | Official service contactSource 3 | |
| [email protected] | Written service routeSource 3 | |
| Ombudsman | 0800-770-0190 / [email protected] | Monday–Friday excluding holidays, 09:00–18:00Source 3 |
At a glance20
Outage alternatives in the May 2026 rules
| Priority | Alternative |
|---|---|
| First | Try Portal, Home Broker or AppTrader; rules say they operate independentlySource 9 |
| Then | Telephone +55 47 4007-2374 or [email protected]Source 9 |
| Normal response indication | Up to three minutes by chat/telephone; up to three business days by emailSource 9 |
| Mass incident indication | Chat/telephone can take up to 90 minutes; email up to ten business daysSource 9 |
At a glance21
Order-audit trail
| Record group | Examples retained under the rules |
|---|---|
| Order details | Instrument, price, quantity, validity and buy/sell sideSource 9 |
| Lifecycle | Status and inclusion / alteration timestampsSource 9 |
| Account / session | Account, trading session and user identificationSource 9 |
| Technical identifiers | IP/location information, login and software-licence recordsSource 9 |
Platforms and additional services
Sections ↑At a glance22
Platform and advice boundaries
| Service | Contractual scope |
|---|---|
| BTG marketplace platforms | Features and commercial conditions depend on the selected subscriptionSource 9Source 6Source 7 |
| EQI advice relationship | Relationship tier does not eliminate individual product suitability checksSource 9Source 6Source 7 |
| Alternate interfaces | Portal, Home Broker and AppTrader have an explicit contingency roleSource 9Source 6Source 7 |
| Futures and currency transfers | Separate services despite both involving exchange-rate exposureSource 9Source 6Source 7 |
Company and legal identity
Sections ↑At a glance23
Legal parties and tax identifiers
Legal entities & licences
These are source-dated records, not a blanket assessment of the broker. Read each issuer, identifier, status and scope together.
EQI Investimentos Corretora de Títulos e Valores Mobiliários S.A.
No separate licence entry is recorded in this panel.
Worked examples and practical distinctions
Sections ↑At a glance24
Worked WDO cost and price examples
| Scenario | Calculation | What the result excludes |
|---|---|---|
| One WDO tick | 0.50 quotation point × 10 = R$5 | Brokerage and all other chargesSource 1Source 4Source 9 |
| Ten-point WDO loss | 10 × R$10 = R$100 | No implication that a R$140 margin covers every outcomeSource 1Source 4Source 9 |
| Platform versus broker fee | BTG platform invoice + applicable EQI trade charges | Exchange costs, credit and P/LSource 1Source 4Source 9 |
| Brokerage comparison | Use the actual monthly tier and execution channel | Contract-specific rate, current tier, exchange costs and other applicable chargesSource 1Source 4Source 9 |
WDO provides exchange-traded currency exposure and cash settlement in reais. Funding an overseas currency account requires a separate conversion with its own fees and terms.[1]
Sources & further reading
- B3 mini-dollar futures contract specification B3 · Accessed 26 Oct 2026
- B3 minimum intraday margins for retail mini-futures B3 · Accessed 26 Oct 2026
- EQI legal entity, contact routes and regulated services EQI · Accessed 26 Oct 2026
- EQI brokerage group rebates, monthly regressive commission, account fees and BTG platforms EQI · Accessed 26 Oct 2026
- Brazilian futures/FX derivative access and platform counterparty scope EQI · Accessed 26 Oct 2026
- EQI published investment service tiers and eligible balances EQI · Accessed 26 Oct 2026
- EQI quadripartite intermediation agreement, registered March 2023 EQI Investimentos · Accessed 26 Oct 2026
- BTG Pactual risk and operations manual linked by EQI, July 2024 EQI Investimentos · Accessed 26 Oct 2026
- EQI rules and parameters of operation, May 2026 EQI Investimentos · Accessed 26 Oct 2026
- EQI cash transfer and custody-portability instructions EQI Investimentos · Accessed 26 Oct 2026
- BSM: scope and limit of MRP compensation BSM Supervisão de Mercados · Accessed 26 Oct 2026
- BSM: submitting an MRP claim and the 18-month deadline BSM Supervisão de Mercados · Accessed 26 Oct 2026
- CVM Resolution 210: consolidated portability rules Comissão de Valores Mobiliários · Accessed 26 Oct 2026
This profile reports dated public information, including broker-published services and terms. It does not independently test or guarantee execution, pricing or withdrawals. Inclusion is not an endorsement. Permissions and protections apply only to the named legal entity, service and client category; check the current official records and your contract.