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.)

  • Equity Trust is encouraging clients to use electronic methods for depositing and delivery of payments: Rental/Note Payments can be submitted using our Online Payment Center.
  • Request purchase funds, bill payments, and distributions using Wire or ACH payment methods through myEQUITY Wizards.
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Regulatory Oversight and Account Security

Equity Trust is committed to protecting our clients. We work to keep your information safe and secure.

Regulatory Oversight and Audit

We are regulated as a South Dakota trust company and comply with all statutes and regulations mandated by the South Dakota Division of Banking.

Our financial statements are audited annually by an independent certified public accountant, in accordance with AICPA professional standards.

Protection and Security

We take the security of your data and information seriously. We utilize sophisticated tools, technology, and training to keep the information you entrust with us safe, secure, and protected.

How we protect your information:

  • Industry-leading cyber-security tools, practices and technology
  • Multi-factor identification practices that protect our clients’ identities
  • Continuous employee education to ensure we are all aware of security risks in this digital age
  • Proactive tracking of the latest threats

SOC 1

We have completed the SOC (Service Organization Controls) Report, issued by the American Institute of CPAs (AICPA).

The report demonstrates our commitment to internal controls over finance reporting.

Completing this standard required a rigorous and lengthy process, commitment from the entire organization, and a comprehensive approach across multiple teams and departments.

Learn More about SOC 1

Talk to an Experienced Account Executive

Get answers to your questions and learn more about building wealth with tax-advantaged accounts.

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