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Home | Professionals | RIAs & Broker Dealers | Forms For Registered Investment Advisors

Forms For Registered Investment Advisors

All Forms by Transaction Type

1

Open An Account – RIAs

2

Buy/Sell Investment – RIAs

3

Contribute/ Deposit Funds – RIAs

4

Distribute Funds/ Pay Bills – RIAs

5

Forms For Qualified Plans – RIAs

6

Update Account Information – RIAs

7

Miscellaneous And Other Forms – RIAs

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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 6/1/2024. 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 6/1/2024. ¹ici.org, total assets in IRAs as of 12/2023

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