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).
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 inoice 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)
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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