Innovation & Technology

Welcome to myEQUITY

The state-of-the-art myEQUITY account management system makes it easy for you to manage client accounts by providing a clear line of sight to your book of business with around-the-clock access from any device.

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
submission

OPEN AN ACCOUNT

Clear Line of Sight to Your Book of Business

myEQUITY provides a consolidated view of all your client accounts, including portfolio positions, pending and historical activities, and quarterly statements, available on-demand.

Sort and filter by asset, account or date and utilize the export capabilities for streamlined recordkeeping
Use intuitive TransactionTracker for status of current transaction activities
Access real-time account balances, available cash, and portfolio positions for all your client accounts

3 Easy Steps to Enroll

Go to www.myequity.com and select the ‘Enroll in myEQUITY’ link at the bottom right
Select “Third Party” as your designation and provide the pre-established account number along with your Equity Contact ID and Role on that account
Create your username, password, and set your security questions

ENROLL NOW

Already Enrolled?

myEQUITY & DTS Account Access

DTS Account Access

myEQUITY Enrolled Accounts

Integrations

Integration Creates a Seamless Client Experience on your own Platform:

Our customizable integration options allow you to enhance your account management processes and streamline transactional experiences for your clients.

Launch the Account Open process right from your website or platform for a convenient, smooth customer experience. The custom link on your platform can automatically populate your firm as the third party on the account.

Depending on your needs, API integrations can be developed to accommodate two-way data flow and opportunities for white label experiences.

Request more information about myEQUITY and Equity Institutional’s integration services.

REQUEST MORE INFORMATION