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Investor Insights Blog|Review Your Quarterly Account Statements

Managing Your Account

Review Your Quarterly Account Statements

When you receive a quarterly statement from Equity Trust Company, there’s good reason to review it in a timely manner.

As referenced in your account custodial agreement, you must give Equity Trust Company notice of any errors or inaccuracies reflected on the statements within sixty (60) days after either:

  1. the date of mailing of a paper quarterly statement; or
  2. the posting of our quarterly statement online (if you receive electronic quarterly statements)

If you have any questions or concerns about your account statement, please contact Equity Trust Company at 888-382-4727.

If you fail to give us notice of any discrepancies on your quarterly statements within that time period, we have the right to assume that you approve of the quarterly statement and you are, therefore, precluded from making future objections to the statement. We shall have no liability for the content reported or not reported on any quarterly statement unless you give us notice within that sixty (60) day period.

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Equity Trust Company
1 Equity Way
Westlake, OH 44145

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 as of 8/31/2021.

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