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myEQUITY provides a faster, easier way to invest and manage your account
LOG INTO myEQUITYmyEQUITY 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.
LOG INTO myEQUITYLogin 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.
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.
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.