Account Reminders: What to Know for Early 2018

By Equity Trust Staff0 Comments
 
Make note of these important dates that could pertain to your Equity Trust account in early 2018, as well as other useful client information.
  • The deadline to make 2017 IRA Contributions is April 17, 2018. Here’s a chart with the 2017 contribution limits.
  • Annual invoices will be mailed by the end of January.
  • New for 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.