Forms for Individual Investors | Equity Trust Company

Forms To Manage Your Account

Forms to direct an investment or manage your account can be found below. Log into myEQUITY 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 select the correct Equity Trust forms. We can also assist you in completing the form or walk your through the online wizard.

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.

COMPLETE YOUR TRANSACTION ONLINE WITH MYEQUITY.COM

> Login to myEQUITY.com

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

LET US ASSIST YOU WITH YOUR FORM – JUST CALL US!

WANT TO FILL OUT YOUR OWN INVESTMENT FORM?

> View All Forms Below

COMPLETE YOUR TRANSACTION ONLINE WITH MYEQUITY.COM

> Login to myEQUITY.com

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

SCROLL DOWN VIEW ALL FORMS BELOW

View All Forms by Transaction Type

Purchase an asset or loan money

Sell an asset or satisfy a note

FULL OR PARTIAL SALE OF PRIVATE ASSETS (Real Property, LLC, LP, Promissory Note, Land Contract, etc.)

SELL PUBLICLY OFFERED ASSETS
FULL OR PARTIAL SALE OF A TRADED ASSET HELD WITHIN THE IRA

Contribute or deposit funds

Distribute funds or pay bills

Update your account information

Miscellaneous and other forms

Pay an Invoice Online

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.

Call Us

Billing Questions

Annual Billing Questions & Answers When are annual maintenance fees (AMF) due? Equity Trust begins mailing annual maintenance fee bills in early January, and the due date for the 2021 AMF invoice is Wednesday, March 3, 2021. Equity Trust provides four flexible payment options based on your account profile: Auto-pay: automatic debit from your cash […]