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Investor Insights Blog|Account Reminders: What to Know for Early 2020

Managing Your Account

Account Reminders: What to Know for Early 2020

Make note of these important dates that could pertain to your Equity Trust account in early 2020, as well as other useful client information.

  • The deadline to make 2019 IRA Contributions is April 15, 2020.
  • Annual invoices will be mailed by the end of January.
  • As of 2018: You have the option to pay via ACH! Log in to your account to take advantage of this option.
  • Tax forms are being prepared.
  • 1099-R, Q and SA tax forms will be mailed by January 31.
  • 1099-DIV, INT, and B tax forms will be mailed by February 15.

If you have any other questions, please call our Client Service Team at 888-382-4727.

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