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Managing Your Account

Review Your Quarterly Account Statements

July 9, 2019
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.

Have Questions?

Get answers to your questions and learn more about building wealth with tax advantaged accounts.

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