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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.
Don’t let complicated or cumbersome processes get in the way of growing your business. We make opening and managing accounts easy with our industry-leading account management system and integration capabilities. Choose the technology solution that best fits with your account-management needs.
Simplify your processes and maintain a clear line of sight of your book of business with myEQUITY.
myEQUITY enables you to:
With our help, you can provide your clients with a simplified account-open process – and one that keeps your brand front-and-center.
Available services include:
Our most advanced solution, myEQUITY Connect API integration, provides you and your clients with the easiest, quickest way to open an Equity Trust account. 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.
Our solutions are customizable: depending on your needs, API integrations can be developed to accommodate two-way data flow.
Schedule a Conversation
Learn how our custodial and technology solutions can help simplify your alternatives investing. Schedule a conversation or call:
SCHEDULE A CONVERSATIONChoose option 2 to discuss how these integrated solutions could work for your business.
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