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

Broker Dealers

Investment Sponsors

Precious Metal Dealers

Directed Trustee Services

 

All Forms by Transaction