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Due to Covid-19 related USPS mail delays of our client statements, late fees for non-payment of Annual Maintenance Fees will not be assessed until Apr. 30th (extended from Mar. 16th) – Learn More
Delivery of our client statements and payments have been impacted due to COVID-19 related USPS mail delays.
In response, Equity Trust has pushed out the date for assessments of late fees for non-payment of Annual Maintenance Fees from March 16th to April 30th. (Due date for the 2020 AMF invoice was Wednesday, March 3, 2021.)
Our mission is to inspire, educate, and support investors to achieve more.
To better serve our clients in a universal way, we will…
Innovate and anticipate change with agility
Inquire to know more and never stop learning
Provide value beyond the transaction and own the solution
Ignite opportunity through communication and maintain an open mind
Strive to be better tomorrow than we are today
BE BOLD & CREATIVE
BE CURIOUS
BE INVESTED
BE COLLABORATIVE
BECOME THE EXPERT
Equity Trust Company and its affiliates understand the importance of embracing diversity and inclusion to enrich the culture of our workplace. We strive to leverage the benefits of a diverse work environment by understanding and respecting the differences among all associates; thus, optimizing creativity, and allowing our workforce to thrive from one another’s unique perspectives.
We recognize that diversity is not only a reality of our global economy, it is a distinct advantage that we value and welcome. Understanding and respecting the experiences and realities of all associates allows us to broaden our perspectives of our colleagues, our clients, and ourselves. It is our commitment to provide exceptional customer service to our diverse client base by nurturing and retaining a workforce that reflects the world in which we live.
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