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 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!
WANT TO FILL OUT YOUR OWN INVESTMENT FORM?
COMPLETE YOUR TRANSACTION ONLINE WITH MYEQUITY.COM
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
You are leaving the Trustetc.com to enter the ETC Brokerage Services (Member FINRA/SIPC) website, 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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