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Equity Trust begins mailing annual maintenance fee bills in early January, and the due date for the 2023 AMF invoice is Wednesday, March 22, 2023.
Equity Trust provides four flexible payment options based on your account profile:
1Please note that online services (myEQUITY) do not offer clients the ability to split payment of fees between available account cash and credit cards.
When you elect to pay your invoice via ACH, you’ll need information about your bank account, which can be found at the bottom of a check associated with the account (see image below):
With our all-inclusive fee schedule, there are no hidden fees or surprise charges. It’s very simple and easy to understand, and it comes with unbeatable value that you can only get from a leading self-directed IRA custodian.
What happens if I do not pay my annual maintenance fees by the due date?
I received an invoice for one of my accounts, but I have not received one for my other accounts.
How is my annual maintenance fee determined?
What is the paper statement fee?
What is the Annual Maintenance Fee for a CESA or an HSA account?
I received a letter saying I haven’t paid my annual fee, but I did pay. How can I confirm or check?
What if I believe the December 31 account value does not reflect the true value of my account balance?
If I have additional questions regarding the annual fee, who can I contact?
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