Clients-Only Portal Offers Easy Account Maintenance, Access to Experts

By Elsie Dudukovich0 Comments

Did you know you can easily manage your account online through our clients-only portal, myEQUITY?

Are you taking advantage of the Community Forums in myEQUITY?

Equity Trust was one of the first self-directed IRA custodians to provide their clients with a free, online account management and educational portal. View the status of transactions, review your assets and their values, update your contact information, initiate transactions, and connect with other clients to learn more about managing a self-directed IRA.  

As you can see, there is a wealth of resources at your disposal in myEQUITY.  One of the most exciting options is our online Expert Q&A Sessions. Experience the next Q&A on February 16, when a notes and lending expert will answer our community members’ submitted questions. Stay tuned for details on the expert and how to submit your question.
Prior experts included Eddie Speed, Lee Phillips, Larry Goins, and Shaun McCloskey.  2015 has been off to an exciting start with experts such as Dyches Boddiford, Jay Conner, and Mark Podolsky answering your questions.
If  you haven’t set up a login or can’t remember your login information - don’t worry!  Easy-to-follow instructions for creating a login identity or for resetting your password are available when you visit the site.