Our call center has expanded hours to be open at 8 AM eastern to better serve our clients.
Please visit our Coronavirus Resource Center for important updates and resources to help you navigate this time (this resource center also includes information related to the CARES Act and IRS Tax Deadline updates).

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For Individual Investors and Investment Professionals

View all Contact Us details by selecting appropriate service: Retail or Institutional

‘Contact Us’ for Individual Investors / Retail Clients

  • Request More Information Form
  • New Account Inquiries
  • Existing Equity Trust Clients
  • Fax Number by Transaction Type
  • Mail Delivery Address by Transaction Type
CONTACT RETAIL

‘Contact Us’ for Investment Professionals / Institutional Clients

  • IRA Services
  • Qualified Plan Services
  • Directed Trustee Services
  • Sales/Business Development
CONTACT INSTITUTIONAL