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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.
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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.
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.
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.
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?
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
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.
Purchase an asset or loan money
Sell an asset or satisfy a note
Contribute or deposit funds
Distribute funds or pay bills
Update your account information
Miscellaneous and other forms
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.
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 […]
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Equity Trust Company 1 Equity Way Westlake, OH 44145Equity Trust Company is a directed custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Trust Company is for educational purposes only, and should not be construed as tax, legal or investment advice. Whenever making an investment decision, please consult with your tax attorney or financial professional. Equity Institutional services institutional clients of Equity Trust Company. Brokerage Services Available Through ETC Brokerage Services, Member SIPC, and FINRA. *Founded in 1974 | Self-Directed IRA Custodian since 1983. The predecessor business to Equity Trust Company was established in 1974 and the IRS approved as a custodian in 1983. **Assets under custody as of 8/31/2021.
You are leaving trustetc.com to enter the ETC Brokerage Services (Member FINRA/SIPC) website (etcbrokerage.com), the registered broker-dealer affiliate of Equity Trust Company. ETC Brokerage Services provides access to brokerage and investment products which ARE NOT FDIC insured. ETC Brokerage does not provide investment advice or recommendations as to any investment. All investments are selected and made solely by self-directed account owners.
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