Use the Account Open Wizard to open new accounts in no time
Streamlined Account Open and Management
myEQUITY Account Open and Transfer Wizards simplify the process. Pre-populated company information, eSignature, convenient access to forms, and a document upload option add to a simplified account management experience.
- All your company info is pre-populated
- Transferring custodian information for funding the account is pre-filled
- You can use eSignature to send the completed application to the account holder for signing
- You’ll receive the Equity account number immediately upon