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  1. Professionals
  2. Forms for Investment Professionals
  1. Forms for Investment Professionals

Forms to Manage Your Client Accounts and Investments

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

Registered Investment Advisors

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Forms for Registered Investment Advisors

Broker Dealers

Broker Dealers

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Forms for Broker Dealers

Investment Sponsors

Investment Sponsors

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Forms for Investment Sponsors

Precious Metal Dealers

Precious Metal Dealers

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Forms for Precious Metal Dealers

Directed Trustee Services

Directed Trustee Services

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Forms for Directed Trustee Services
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Annual Billing and Institutional Fees

When are annual maintenance fees (AMF) due? Equity Trust begins mailing annual maintenance fee bills in early January, and the due date for the 2020 AMF invoice is Thursday, February 27, 2020. Equity Trust provides four flexible payment options based on your account profile: Auto-pay: automatic debit from your cash holdings on invoice date or by credit […]

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