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Home | Professionals | Directed Trustee Services | Velox Clearing

Velox Clearing

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Non-Customized Forms
Plan Limits
Beneficiary Options
Directed Trustee Services

Directed Trustee Services Forms

View and download forms for Directed Trustee Services accounts

All Forms

Plan Limits

Review contribution limits for IRAs and other types of retirement and savings accounts.

Plan Limits

Beneficiary Options

Review information on the options available to beneficiaries.

Beneficiary Options

Directed Trustee Services

Review the services provided to Directed Trustee Services clients.

Overview

Non-Customized Forms

Directed Trustee Services Forms

View and download forms for Directed Trustee Services accounts

All Forms

Plan Limits

Plan Limits

Review contribution limits for IRAs and other types of retirement and savings accounts.

Plan Limits

Beneficiary Options

Beneficiary Options

Review information on the options available to beneficiaries.

Beneficiary Options

Directed Trustee Services

Directed Trustee Services

Review the services provided to Directed Trustee Services clients.

Overview

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© 2024 Equity Trust®. All rights reserved.

Equity 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 and administration as of 1/1/2024. ¹ici.org, total assets in IRAs as of 12/2023

Terms of Use|Privacy Policy|Site Map

© 2024 Equity Trust®. All rights reserved.

Equity 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 and administration as of 1/1/2024. ¹ici.org, total assets in IRAs as of 12/2023

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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