Last Chance to Potentially Reduce Your 2020 Taxes.
You have until May 17, 2021 to maximize your retirement account contribution for 2020 and possibly save on your 2020 tax return. Talk to an IRA Counselor today to learn more: Start a Conversation or call 855-265-4472.

Close
Generic selectors
Exact matches only
Search in title
Search in content
Filter by Categories
Cryptocurrency Investing
ETC News
Investor Insights Blog
Managing Your Account
Promissory Note Investing
Real Estate
Real Life Examples
Roth IRA
Self-Directed IRA Concepts
Small Business Plans
Tax Insights
Tax-Advantaged Accounts
855.233.4382 myEQUITY Login

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

> Access Forms

Forms for Registered Investment Advisors

BROKER DEALERS

> Access Forms

Forms for Broker Dealers

INVESTMENT SPONSORS

> Access Forms

Forms for Investment Sponsors

PRECIOUS METAL DEALERS

> Access Forms

Forms for Precious Metal Dealers

DIRECTED TRUSTEE SERVICES

> Access Forms

Forms for Directed Trustee Services

REGISTERED INVESTMENT ADVISORS

> Access Forms

Forms for Registered Investment Advisors

BROKER DEALERS

> Access Forms

Forms for Broker Dealers

INVESTMENT SPONSORS

> Access Forms

Forms for Investment Sponsors

PRECIOUS METAL DEALERS

> Access Forms

Forms for Precious Metal Dealers

DIRECTED TRUSTEE SERVICES

> Access Forms

Forms for Directed Trustee Services

SCROLL DOWN TO VIEW ALL FORMS

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

Login to myEquity

Related Pages:

Next Page Annual Billing and Institutional Fees

Contact Us
855.233.4382

Wealth-building insights directly to your inbox.

Sign Up

Follow Us

© 2021 Equity Trust. All Rights Reserved.

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 3/31/2021.

ETC Brokerage Services Equity Advisor Solutions