New-Year Account Maintenance That Could Save You Unnecessary Delays

By Elsie Dudukovich0 Comments

The start of a new year marks a time for reflection and resolving to make a difference in one’s future.  The state of your IRA is one area to consider for ways to improve your long-term wealth-building potential and prevent possible roadblocks to success.
tax forms
With fourth quarter statements and tax forms on the way along with the assessment of annual account fees, it is a sound business practice to ensure Equity Trust continues to have the most up-to-date asset values and contact information for your account. This could save you from unnecessary delays in the future.

Equity Trust has a variety of options available to you for paying your account fees:
  • Deduction from your account 
  • Check payment
  • Visa, MasterCard or American Express
If you have any questions about asset values or fees after reviewing your account holdings, please do not hesitate to contact our Client Service Team.

Remember, you can easily manage your account online through our client portal, myEQUITY. (Clients who have not yet signed up can do so from the login page.) You can 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. There is no better time than the present to learn how to take your account to the next level.