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).

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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 inoice online with our one-time payment e-check/ACH or credit card payment options.

All Forms by Transaction

Login to myEquity