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myEQUITY provides a faster, easier way to invest and manage your account

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Save time with online wizards in myEQUITY

myEQUITY makes it easy for you to invest and manage your account with intuitive online wizards and a clear line of sight to account data, with around-the-clock access from any device.

Transaction requests (such as Bill Pay, Distributions and Purchases in Real Estate and Private Debt) can now be initiated within myEQUITY.com.

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Eliminate emails and get access to immediate tracking

Login to myEQUITY.com to initiate a transaction request through an easy-to-follow online wizard, and track the status of your request in real time.

Simply go to the Transaction Launcher within myEQUITY to upload completed forms and submit your request. After submission, an activity ID is provided to track processing, with the live, up-to-date status viewable in the Transaction Tracker.

View all forms by transaction type

Forms to manage every aspect of your Equity Trust account are just a click away. If you need assistance with any form, our Client Service Team is available to help.

Access All Forms

PLEASE NOTE: Any and all expenses associated with your investment that require a bill pay to occur must be paid out of your IRA account.

Let Us Assist You

Equity Trust can assist you with our investment forms, based on your specific instructions. Call us, tell us about your investment, and we will select the correct Equity Trust forms. We can also assist you in completing the form or walk you through the online wizard.

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Billing Questions

Annual Billing Questions & Answers When are annual maintenance fees (AMF) due? Equity Trust begins mailing annual maintenance fee bills in mid January, and the due date for the 2024 AMF invoice is Wednesday, March 27, 2024. Equity Trust provides four flexible payment options based on your account profile: Auto-pay: automatic debit from your cash […]

1 Equity Way|Westlake, OH 44145

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© 2024 Equity Trust®. All rights reserved.

Equity Trust Company is a directed custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Trust Company is for educational purposes only, and should not be construed as tax, legal or investment advice. Whenever making an investment decision, please consult with your tax attorney or financial professional. Equity Institutional services institutional clients of Equity Trust Company. Brokerage Services Available Through ETC Brokerage Services, Member SIPC, and FINRA. *Founded in 1974 | Self-Directed IRA Custodian since 1983. The predecessor business to Equity Trust Company was established in 1974 and the IRS approved as a custodian in 1983. **Assets under custody and administration as of 1/1/2024. ¹ici.org, total assets in IRAs as of 12/2023

Terms of Use|Privacy Policy|Site Map

© 2024 Equity Trust®. All rights reserved.

Equity Trust Company is a directed custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Trust Company is for educational purposes only, and should not be construed as tax, legal or investment advice. Whenever making an investment decision, please consult with your tax attorney or financial professional. Equity Institutional services institutional clients of Equity Trust Company. Brokerage Services Available Through ETC Brokerage Services, Member SIPC, and FINRA. *Founded in 1974 | Self-Directed IRA Custodian since 1983. The predecessor business to Equity Trust Company was established in 1974 and the IRS approved as a custodian in 1983. **Assets under custody and administration as of 1/1/2024. ¹ici.org, total assets in IRAs as of 12/2023

You are leaving trustetc.com to enter the ETC Brokerage Services (Member FINRA/SIPC) website (etcbrokerage.com), the registered broker-dealer affiliate of Equity Trust Company. ETC Brokerage Services provides access to brokerage and investment products which ARE NOT FDIC insured. ETC Brokerage does not provide investment advice or recommendations as to any investment. All investments are selected and made solely by self-directed account owners.

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