- Self-Directed Accounts
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Managing Your Account
When you make a self-directed investment, you’ll sometimes need Equity Trust Company to sign documents on your IRA’s behalf. Here’s what you need to know about the process:
The Direction of Signature form is used when the sole purpose of your request is to have Equity Trust Company sign documents on behalf of an existing asset in your account.
The request is for an existing asset held in your account
Excluding special handling fees such as sending signed documents via overnight mail, the request does not require sending funds from your account.
Here are some considerations for what investment documents Equity Trust Company may sign on behalf of your IRA and what documents you must sign on behalf of your IRA.
Recordable documents are some of the most common items signed by Equity Trust Company on behalf of your IRA.
Agreements and notes generally will require your signature first, with Equity Trust Company countersigning the document.
You can complete most of the investment process online through myEQUITY – simply log into your account to get started. Check out the Resources section for more helpful information on completing transactions.
If you have additional questions, contact Client Services at 877-693-8208.
Can I check my account online to see the status of my account?
You are leaving trustetc.com to enter the ETC Brokerage Services (Member FINRA/SIPC) website (etcbrokerage.com), the registered broker-dealer affiliate of Equity Trust Company. ETC Brokerage Services provides access to brokerage and investment products which ARE NOT FDIC insured. ETC Brokerage does not provide investment advice or recommendations as to any investment. All investments are selected and made solely by self-directed account owners.Continue