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Managing Your Account
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!
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