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myEQUITY provides a faster, easier way to invest and manage your account


Save time with online wizards in myEQUITY

myEQUITY makes it easy for you to invest and manage your account with intuitive online wizards and a clear line of sight to account data, with around-the-clock access from any device.

Transaction requests (such as Bill Pay, Distributions and Purchases in Real Estate and Private Debt) can now be initiated within myEQUITY.com.


Eliminate emails and get access to immediate tracking

Login to myEQUITY.com to initiate a transaction request through an easy-to-follow online wizard, and track the status of your request in real time.

Simply go to the Transaction Launcher within myEQUITY to upload completed forms and submit your request. After submission, an activity ID is provided to track processing, with the live, up-to-date status viewable in the Transaction Tracker.

View all forms by transaction type

Forms to manage every aspect of your Equity Trust account are just a click away. If you need assistance with any form, our Client Service Team is available to help.

Access All Forms

PLEASE NOTE: Any and all expenses associated with your investment that require a bill pay to occur must be paid out of your IRA account.

Let Us Assist You

Equity Trust can assist you with our investment forms, based on your specific instructions. Call us, tell us about your investment, and we will select the correct Equity Trust forms. We can also assist you in completing the form or walk you through the online wizard.

Billing Questions

Annual Billing Questions & Answers When are annual maintenance fees (AMF) due? Equity Trust begins mailing annual maintenance fee bills in mid January, and the due date for the 2024 AMF invoice is Wednesday, March 27, 2024. Equity Trust provides four flexible payment options based on your account profile: Auto-pay: automatic debit from your cash […]