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

REGISTERED INVESTMENT ADVISORS

Forms for Registered Investment Advisors

BROKER DEALERS

Forms for Broker Dealers

INVESTMENT SPONSORS

Forms for Investment Sponsors

PRECIOUS METAL DEALERS

Forms for Precious Metal Dealers

DIRECTED TRUSTEE SERVICES

Forms for Directed Trustee Services

REGISTERED INVESTMENT ADVISORS

Forms for Registered Investment Advisors

BROKER DEALERS

Forms for Broker Dealers

INVESTMENT SPONSORS

Forms for Investment Sponsors

PRECIOUS METAL DEALERS

Forms for Precious Metal Dealers

DIRECTED TRUSTEE SERVICES

Forms for Directed Trustee Services

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All Forms by Transaction

1

Open An Account

2

Buy/Sell Investment

3

Contribute/ Deposit Funds

4

Distribute Funds/ Pay Bills

5

Forms For Precious Metals Accounts

6

Forms For Qualified Plans

7

Update Account Information

8

Miscellaneous & Other Forms

9

Directed Trustee Services (DTS)

ACCESS DTS FORMS

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Equity Trust Company
1 Equity Way
Westlake, OH 44145

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 as of 8/31/2021.

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