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Investor Insights Blog|10 Ways to Make Your Investing Process Easier with myEQUITY

ETC News

10 Ways to Make Your Investing Process Easier with myEQUITY

It is now possible for you to complete self-directed transactions more quickly and with ease: the new myEQUITY is here! Equity Trust’s online account management system is packed with new features that could help you take advantage of the next self-directed investment opportunity that comes your way.

Here are the top 10 ways to get the most out of the enhanced myEQUITY:

  1. Take total control of your account: Use our intuitive and interactive site for account management and transaction submissions.
  2. Complete transactions from nearly anywhere: myEQUITY provides a responsive experience for computers, tablets, and mobile devices offering unlimited account access at home or on the go.
  3. Stay organized to save time: Easily filter, sort, and export your account’s portfolio positions, cash ledger, and transaction history.
  4. Time-saving technology – without the learning curve: Quickly pay bills, take distributions and transfer accounts using the myEQUITY step-by-step wizards.
  5. Keep your account information up-to-date: Manage contact information and personal preferences directly in myEQUITY.
  6. Ditch the printing, signing and faxing for a quicker solution: Enjoy the convenience of eSignature for new account applications, distributions, and beneficiary management.
  7. Send documents faster: Upload transaction documents directly in myEQUITY using our document upload tool.
  8. Be in-the-know, real-time: Keep tabs on the progress of your account activities with real-time transaction notifications and by reviewing each activity’s unique status page.
  9. Stay informed: Review important reminders and alerts in our message center.
  10. Find answers fast and grow your investing knowledge: Access educational content and downloadable resources to assist in answering frequently asked questions.

Visit today to see for yourself how managing your account is now faster and easier.


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