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Due to Covid-19 related USPS mail delays of our client statements, late fees for non-payment of Annual Maintenance Fees will not be assessed until Apr. 30th (extended from Mar. 16th) – Learn More
Delivery of our client statements and payments have been impacted due to COVID-19 related USPS mail delays.
In response, Equity Trust has pushed out the date for assessments of late fees for non-payment of Annual Maintenance Fees from March 16th to April 30th. (Due date for the 2020 AMF invoice was Wednesday, March 3, 2021.)
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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