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Investor Insights Blog|Earn as Much as $500 for Referring Others to Equity Trust

Managing Your Account

Earn as Much as $500 for Referring Others to Equity Trust

At Equity Trust, we value our clients’ loyalty. Over the years our clients have provided us with the ultimate compliment – referrals! We have come to find that some of our best new clients were referred by our existing clients.

We recognize the power of a referral and are excited to announce our new Equity Trust Client Referral Program where you can earn gift cards for referring others to Equity Trust.

For every account that you refer through the program that opens and funds, you will receive a $50 VISA gift card (up to $500 per calendar year).

Your referral will also benefit as they will save $50 on the setup fee associated with their new account.

To begin receiving credit for referring others to Equity Trust, follow the steps below.

1. Log in to www.myEQUITY.com

2. Navigate to Profile > Preferences

3. Select the Refer Now button from the Preferences page

4. Select the button(s) related to sharing via email, Facebook, Twitter and LinkedIn

Log in to myEQUITY now to begin making referrals!

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© 2024 Equity Trust®. All rights reserved.

Equity Trust Company is a directed custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Trust Company is for educational purposes only, and should not be construed as tax, legal or investment advice. Whenever making an investment decision, please consult with your tax attorney or financial professional. Equity Institutional services institutional clients of Equity Trust Company. Brokerage Services Available Through ETC Brokerage Services, Member SIPC, and FINRA. *Founded in 1974 | Self-Directed IRA Custodian since 1983. The predecessor business to Equity Trust Company was established in 1974 and the IRS approved as a custodian in 1983. **Assets under custody and administration as of 1/1/2024. ¹ici.org, total assets in IRAs as of 12/2023

Terms of Use|Privacy Policy|Site Map

© 2024 Equity Trust®. All rights reserved.

Equity Trust Company is a directed custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Trust Company is for educational purposes only, and should not be construed as tax, legal or investment advice. Whenever making an investment decision, please consult with your tax attorney or financial professional. Equity Institutional services institutional clients of Equity Trust Company. Brokerage Services Available Through ETC Brokerage Services, Member SIPC, and FINRA. *Founded in 1974 | Self-Directed IRA Custodian since 1983. The predecessor business to Equity Trust Company was established in 1974 and the IRS approved as a custodian in 1983. **Assets under custody and administration as of 1/1/2024. ¹ici.org, total assets in IRAs as of 12/2023

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