ALERT: USPS is experiencing unprecedented volume increases and limited employee availability due to the impact of COVID-19. This is impacting the delivery of client statements and payments, Equity Trust is encouraging clients to use electronic methods for depositing and delivery of payments: Rental and Note Payments can be submitted using our Online Payment Center | Request purchase funds, bill payments, and distributions using Wire or ACH payment methods through myEQUITY Wizards | Review USPS.com for updates.
Select your specialty below to view and download available forms to manage your clients’ Equity Trust accounts. You can also login to myEQUITY.com to manage your clients’ accounts online. 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.
REGISTERED INVESTMENT ADVISORS
BROKER DEALERS
INVESTMENT SPONSORS
PRECIOUS METAL DEALERS
DIRECTED TRUSTEE SERVICES
Open An Account
Buy/Sell Investment
Contribute/ Deposit Funds
Distribute Funds/ Pay Bills
Forms For Precious Metals Accounts
Forms For Qualified Plans
Update Account Information
Miscellaneous & Other Forms
Directed Trustee Services (DTS)