Please note: Call center hours expanded to open at 8:00 am EDT to better serve our clients.
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).


Forms To Manage Your Account

Forms to direct an investment or manage your account can be found below. Or, save time with myEQUITY, a faster, easier way to invest… Log into to use online wizards to guide you through the process for submitting transactions (such as Bill Pay and Distributions). Go to the Transaction Launcher within myEQUITY to upload completed forms and submit your request. If you don’t yet have a myEQUITY login, you can still pay an invoice online with our one-time payment e-check/ACH or credit card payment options. If you need assistance with any form, our Client Service Team is available to help.

Let Us Assist You With Your Form – Just Call Us!

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

Complete Your Transaction Online With

> Login to
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.
> Pay an Invoice Online

Want to Fill Out Your Own Investment Form?

> View All Forms Below
Forms to manage every aspect of your Equity Trust account are just a click away. Choose a transaction below to view available 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.

View All Forms by Transaction Type